Burge Financial fees and pricing

Financial planner in Sacramento, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 18, 2026, Burge Financial charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Our hourly fee is billed at $300, and our fixed fee may range up to $3,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“Our annual portfolio management fee is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter.”
“Our advisory fee is negotiable, depending on individual client circumstances.”
“If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
4 of the 10 other planners in Sacramento that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.5% a year
Clients: 67
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $14,750,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 172552
Website: burgefinancial.com (opens in new tab)
Phone: (916) 622-0298

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.