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Home > Retirement Planners > tennessee > memphis > BRANDON FINANCIAL PLANNING, INC.
BRANDON FINANCIAL PLANNING, INC.
5101 Wheelis Road
Suite 112
Memphis, Tennessee 38117
Tel: 901-324-6600
About BRANDON FINANCIAL PLANNING, INC.
BRANDON FINANCIAL PLANNING, INC, formally registered with the SEC as BRANDON FINANCIAL PLANNING, INC. The firm was established in 12/03/1982. They have over 1 offices throughout the country.
BRANDON FINANCIAL PLANNING, INC. is a Memphis, Tennessee based Financial Planning firm with nearly $327,697,524 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110267 |
| SEC# | 801-17960 |
| Assets Managed by Firm | $327,697,524 |
| No. of Clients | 714 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 714 | $327,697,524 |
| Individuals (other than high net worth individuals) | 103 | $107,706,175 |
| High net worth individuals | 131 | $211,206,391 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,784,958 |
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