Burgess Investment Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Burgess Investment Group reports 864 clients. They include 784 individual clients, 78 high-net-worth individuals and 2 charitable organizations. Of its assets, 99.4% ($146M across 862 accounts) are managed with discretion; $861K across 2 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 58% |
| High-net-worth individuals | 9% | 42% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 784 | $84.7M | 57.6% | $108K |
| High-net-worth individuals | 78 | $61.4M | 41.7% | $787K |
| Charitable organizations | Fewer than 5 | $1.04M | 0.7% | $518K |
| Total | 864 | $147M | 100% | — |
- Clients
- 784
- Regulatory AUM
- $84.7M
- AUM share
- 57.6%
- Avg. per client
- $108K
- Clients
- 78
- Regulatory AUM
- $61.4M
- AUM share
- 41.7%
- Avg. per client
- $787K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.04M
- AUM share
- 0.7%
- Avg. per client
- $518K
Total
- Clients
- 864
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Burgess Investment Group charges 0.60%–1.40% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Fixed fee for creating a financial plan, negotiated between $100 and $10,000; up to 50% is paid in advance, never more than six months ahead.
Johnathan Burgess owns 75% or more of Burgess Investment Group. The leadership team of Burgess Investment Group includes Chief Compliance Officer John Obeck. It has 26 employees, 10 of them in advisory roles.
Staff
- 26 employees
- 10 in advisory functions
- 10 state-registered reps
- 11 insurance agents
- Owns 75% or more of Burgess Investment Group, LLC
Johnathan Burgess
Control person · since December 2021
Besides its headquarters, Burgess Investment Group has 6 offices, with 7 listed addresses across 4 states.
South Carolina · 4 listed addresses
- 632 S Main St, GreenvilleHQ
- 129 Se Main St, Simpsonville
- 151 W. Main Street, Spartanburg
- 651 Meeting St., Charleston
Florida · 1 listed address
- 3001 Pga BLVD, Palm Beach Gardens
Georgia · 1 listed address
- 3440 Preston Ridge Road, Alpharetta
North Carolina · 1 listed address
- 6325 Ardrey Kell Road, Charlotte
Other business names
Burgess Investment Group has reported 5 other business names to the SEC.
- Big Money Management, LLC
- Big Money Retirement
- Big Money Retirement Solutions
- Big Retirement
- Burgess Private Wealth
Contact and registration details
- Legal name
- Burgess Investment Group, LLC
- Headquarters
- 632 S Main St, Greenville, SC 29601
- Website
- bigmoneyretirement.com
- Phone
- 864-920-3155
- SEC file
- 801-135075
- Structure
- South Carolina LLC
- Fiscal year end
- December
Burgess Investment Group’s named custodians for separately managed accounts are Charles Schwab ($147M, 100%) and SEI Private Trust ($0, 0%). Burgess Investment Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $147M100%
At year end, Burgess Investment Group’s separately managed accounts were mostly in stocks (79%) and cash (13%).
What the accounts hold
- Stocks79%
- Non-exchange-traded equities62%
- Exchange-traded equities17%
- Funds6%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash13%
How many clients does Burgess Investment Group have?
Burgess Investment Group has 864 clients and manages $147 million for them, as of September 2026. They include 784 individual clients, 78 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Burgess Investment Group offer?
Burgess Investment Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Burgess Investment Group charge?
Burgess Investment Group charges 0.60%–1.40% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A - BURGESS INVESTMENT GROUP, LLC, filed 16 October 2026
Which custodians does Burgess Investment Group use?
Burgess Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $147M. The filing also lists SEI Private Trust with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Burgess Investment Group have?
Burgess Investment Group has 10 investment adviser representatives registered with state securities authorities, out of 26 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Burgess Investment Group invest in?
At the end of its last fiscal year, Burgess Investment Group’s separately managed accounts held 62% non-exchange-traded equities, 17% exchange-traded equities, 13% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Burgess Investment Group?
Burgess Investment Group’s direct owner is Johnathan Burgess (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Burgess Investment Group get paid?
Burgess Investment Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Burgess Investment Group?
Burgess Investment Group’s main office is at 632 S Main St, Greenville, SC 29601. Its phone number is 864-920-3155. Its website is bigmoneyretirement.com.
