BURGESS FINANCIAL PLANNING

Overview

Burgess Financial Planning is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and acts as a capital allocator by selecting and placing assets with third‑party managers when appropriate. Its advisory model charges clients on a percentage-of-AUM basis and offers hourly engagement options for planning work. The firm does not emphasize ESG investing and is structured to work directly with retail clients rather than institutional pension engagements. Investment activity is concentrated in public funds and mutual funds as the primary vehicle for client exposure, supplemented by allocations to hedge funds and real estate through external managers. Burgess Financial Planning also exercises manager selection as part of its value proposition, bringing in outside advisers or fund managers to implement specialized strategies when clients’ objectives warrant them.

Assets & Accounts

Investments & Alternatives

Location & Offices