$91.3M Total AUM
$91.3M Disc. AUM
-- 3Y CAGR
1 Employees
305 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Oak northVertex +more
- Established Date
- 06-14-2007
- Office Locations
- 1
Office Locations
177 Post ST Suite 600 SAN Francisco CA
About Burgess Financial Planning
Burgess Financial Planning is a CFP-led, fiduciary RIA founded in 2007 by Sean Burgess, providing objective, holistic financial planning and ongoing investment management for individuals focused on long-term wealth and passive-income goals. Follow-up hourly planning is available for existing clients (closed to new hourly engagements), and ongoing portfolio management has a $1M minimum.
Team overview
-- AVG AGE
$91.3M AVG AUM / ADVISOR
$299.4K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Premium access reveals conviction themes in prime wave foundation.
Open the full profile to inspect shifts in optima north.
Upgrade to reveal position-level detail across capital delta.
See the complete signal summary connected to ember delta.
Full visibility includes strategy notes for alpha bridge.
Request access to benchmark trends tied to atlas ridge.
Request access to benchmark trends tied to north radial.
See the complete signal summary connected to oak.
Asset Classes
Unison peak Timber Capital
Custodian
Crest
Investment Themes
Catalyst value Atlas
Investment Vehicles
Beacon fusion
Services
Glacier Legacy frontier Eagle wave Radial prime Catalyst Frontier Peak wave
Technology
Beacon catalyst Vital Matrix meridian
Owner & Executives
S
SEAN MICHAEL BURGESS
PRINCIPAL
- CRD
- #5332058
- Ownership
- 75% or more
(428) 888-2479
element.quantum@summitcapital.com
in linkedin.com/in/frontier-focus
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,309,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,309,924 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $91,309,924
Public Funds:
25.7% Cash:
36.6% Equity - Exchange:
10.2% Municipal Bonds:
19.6% U.S. Government/Agency:
7.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,248,136,067 | 25.7% |
| Cash | $1,777,501,169 | 36.6% |
| Equity - Exchange | $495,369,178 | 10.2% |
| Municipal Bonds | $951,885,872 | 19.6% |
| U.S. Government/Agency | $383,668,286 | 7.9% |
| Total | $4,856,560,572 | 100.0% |