Burgess Financial Planning

Paula Burgess serves as President and appears to direct all material investment decisions. The firm's SEC filings list no additional control persons, indicating a single decision-maker structure typical of a founder-led family office.

The firm is organized as an exempt reporting adviser under SEC rules. This designation is available to family offices that manage the capital of a single family and do not hold themselves out to the public as investment advisers. It means the firm is subject to lighter disclosure and reporting requirements than a registered investment adviser.

The firm's exempt reporting adviser status and single-family-office structure indicate it manages capital exclusively for the Burgess family. There is no public evidence of outside limited partners, co-investment vehicles open to third parties, or a multi-family-office expansion.

There is no public record of how the firm approaches co-investments. Given the estimated asset scale and lean staffing, the office likely evaluates co-investment opportunities on a case-by-case basis directly through Paula Burgess rather than through a formalized institutional program.

The origin of the Burgess family wealth is not publicly disclosed. The firm's San Jose location makes technology-sector wealth creation a possible source, but no specific liquidity event, founder exit, or inherited asset base has been identified in public records.