Burnside and Co. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$1,000⁠-⁠$2,500

“Services are offered based on a flat fee between $1,000 and $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Burnside and Co. bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial plans are due upon delivery of the completed plan.”

How Burnside and Co.’s fees compare

• Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
• None of the 2 other planners in Oregon City that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,500 is below the Oregon median of $4,000. 14% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Oregon City that publish a flat or project fee charge less.

About Burnside and Co.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

34

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

$39,163,123

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

155293

Website

burnsideandcompany.com (opens in new tab)

Phone

(503) 210-5257

Other planners in Oregon City that publish fees

• Integrated Retirement StrategiesOregon City$250/hr, $2,000
• Keychain Asset ManagementOregon City$150⁠-⁠$500/hr, $75⁠-⁠$500
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr

Compare all 3 planners in Oregon City