RIA Intel›Advisers›Oregon›BURGESS FINANCIAL PLANNING, LLC

BURGESS FINANCIAL PLANNING, LLC

Advisory

PORTLAND, OR

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in OR

#242

of 305 advisers by AUM

Average account

$692K

across 132 accounts

AUM per adviser

$91M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$91M

Discretionary AUM$91M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients177

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

177 clients

137 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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