BRANDON FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$434,931,410
Discretionary
$27,266,205
Non-discretionary
$407,665,205
Firm details
- CRD number
- 110267
- SEC file number
- 801-17960
- Main office
- MEMPHIS, TN, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.BRANDONPLANNING.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.