Burgess Financial Planning fees and pricing

Financial planner in Portland, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 14, 2026, Burgess Financial Planning charges $360 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $360/hr; “Fees are $360 per hour, billed in six-minute increments, and a partial increment is treated as a whole.”

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

“Our published fees may be discounted by our firm but are not negotiable.”
“Fees are generally due upon receipt of firm invoice.”
“Engagements that are greater than three months in duration may be billed quarterly, in arrears, following the initial deposit.”

Its hourly rate of $360 is above the Oregon median of $250. 84% of the 123 other Oregon planners that publish an hourly rate charge less.
30 of the 34 other planners in Portland 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: 2007 (19 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.9% a year
Clients: 177
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $91,309,924
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 143984
Website: burgessfinancial.com (opens in new tab)
Phone: (415) 525-1041

Can advise clients in 2 states: California, Oregon

Is something on this page wrong or out of date?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.