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Burgess Financial Planning
Burgess Financial Planning was established in 2007 to help people make smarter investment decisions, free from product-driven sales agendas and commissions.
Burgess Financial Planning
Burgess Financial Planning was established in 2007 to help people make smarter investment decisions, free from product-driven sales agendas and commissions. The firm provides objective, holistic investment advice so clients can build and maintain wealth with the goal of creating passive income. Its principal is a Certified Financial Planner (CFP) and Registered Investment Advisor who upholds a fiduciary standard.
General information
Firm type
RIA
Year founded
2007
Location
Region
North America
Country
United States
City
Portland
Corporate office
San Jose, CA, United States
Principals
Paula Burgess
President
Sector focus
Frequently asked questions
How is Burgess Financial Planning regulated?
The firm is organized as a state-registered investment 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.
Does Burgess Financial Planning accept outside capital?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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