Brandon Financial Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 18, 2026, reports $435M in regulatory assets under management, 5 employees, and 947 accounts.
Assets Under Management
$435M
Employees
5
Offices
--
Total Clients
252
Primary office
MEMPHIS, TN
5101 WHEELIS ROAD, SUITE 112, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.8% of total clients.
Top client categories% of clientsClients
1
HNWI
52.8%
133
2
Individuals
47.2%
119
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$435Mas of March 18, 2026
Discretionary6.3%
$27M
6% of total RAUM6.3%
Non-discretionary93.7%
$408M
94% of total RAUM93.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$435M
Total Accounts947
10Y AUM Change+$195M (+81.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee50:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.