Sean M. Burgess

BURGESS FINANCIAL PLANNING

SAN FRANCISCO, CA 94108

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CRD#: 5332058

Professional summary

Sean Michael Burgess, CFP® is a registered financial advisor currently at BURGESS FINANCIAL PLANNING located in San Francisco, California.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sean has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Burgess's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

August 26, 2013 - Present

BURGESS FINANCIAL PLANNING

Office #1: 177 Post St Suite 600, San Francisco, CA 94108Office #3: 1355 Nw Everett St Suite 100, Portland, OR 97209

RIA

CRD#: 143984

SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/26/2013)

IAR

Oregon
(6/6/2022)

IAR

Texas
(3/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/12/2007

Uniform Investment Adviser Law Examination

Current Firm

BURGESS FINANCIAL PLANNING

BURGESS FINANCIAL PLANNING | SEAN MICHAEL BURGESS | BURGESS, SEAN MICHAEL | BURGESS FINANCIAL PLANNING, LLC

CRD#: 143984 / SEC#:

California

Registered Investment Advisory firm - (6/14/2007 Approved)

Oregon

Registered Investment Advisory firm - (4/28/2022 Approved)

Texas

Registered Investment Advisory firm - (3/8/2024 Conditional Restricted)

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Contact information

Main Address

1355 Nw Everett St Suite 100, Portland, OR 97209

Mailing Address

Phone number

(415) 525-1041

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 81,723,160

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Sean M. Burgess

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Burgess's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURGESS FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2007

Current Firm

BURGESS FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BURGESS FINANCIAL PLANNING

TRUST BUT VERIFY

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