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BRANDON FINANCIAL PLANNING, INC.
CRD 110267 · SEC 801-17960
5101 WHEELIS ROAD, SUITE 112, MEMPHIS, TN, 38117, United States
Phone
901-324-6600
Fax
901-324-5743
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$434.9M
Discretionary AUM
$27.3M
Team
5 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $137.3M |
| High net worth individuals | 133 | $285.7M |
States served
AR, GA, MS, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD