Overview
Assets Under Management: $328 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 127
Average Client Assets: $2 million
Frequently Asked Questions
BRANDON FINANCIAL PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110267), BRANDON FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
BRANDON FINANCIAL PLANNING, INC. is headquartered in MEMPHIS, TN.
BRANDON FINANCIAL PLANNING, INC. serves 127 high-net-worth clients according to their SEC filing dated May 08, 2024. View client details ↓
According to their SEC Form ADV, BRANDON FINANCIAL PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BRANDON FINANCIAL PLANNING, INC. manages $328 million in client assets according to their SEC filing dated May 08, 2024.
According to their SEC Form ADV, BRANDON FINANCIAL PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 714
Discretionary Accounts: 19
Non-Discretionary Accounts: 695
Regulatory Filings
CRD Number: 110267
Last Filing Date: 2024-05-08 00:00:00
Website: https://brandonplanning.com