# Burgess Financial Planning

Burgess Financial Planning is a RIA based in Portland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 2007
- **Assets under management:** Less than $50M (Altss estimate)
- **Website:** burgessfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/sean-burgess-5416a81

## Regulatory record

- **CRD number:** 143984
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143984

## About

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.

## Sectors

- Real Estate
- Private Credit
- Equity

## People

- Paula Burgess — President

## 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.

## Related profiles

- [BUNKER](https://altss.com/profile/bunker)
- [Burgess Investment Management and Research](https://altss.com/profile/burgess-investment-management-and-research-inc)

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/burgess-financial-planning

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