Brandon Financial Planning Inc. is a large advisory firm based in Memphis. It manages $249.75 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arkansas, Florida, Louisiana, and 4 other states.
Brandon Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brandon Financial Planning Inc. is $249.75 million. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brandon Financial Planning Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Brandon Financial Planning is individuals with 224 clients and $243.37 million of assets under management. Among the 13 most similar advisory firms, Brandon Financial Planning has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $243.37 million for 224 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Brandon Financial Planning doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Brandon Financial Planning Inc. performs its advisory services is located at 5101 Wheelis Road, Memphis, TN 38117 The mailing address of the firm is P O Box 770870, Memphis, TN 38177. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 901-324-6600 or by fax 901-324-5743. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at brandonplanning.com.