BH
CFP
BH
CFP

Brandon Wyatt Haines

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
1,394 clients
Average Client Portfolio
$338K average
Assets Under Management
$470.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

398 Carl Street, Unit 101, Wilmington, NC, 28403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brandon manages Haines Financial, LLC and The Wealth Plan Company, dedicating nearly full-time hours to general business management and financial planning. He also works as an insurance agent, spending a few hours per week finding fixed insurance solutions for clients.

Employment History
Current Registrations
The Strategic Financial Alliance, INC.Broker
February 2025 - Present · 1 yr
Strategic Blueprint, LLC
February 2025 - Present · 1 yr
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - February 2025 · 6 mos
Osaic Advisory Services, LLC
November 2014 - February 2025 · 10 yrs 3 mos
Triad Advisors LLCBroker
November 2014 - August 2024 · 9 yrs 9 mos
LPL Financial LLC
October 2007 - November 2014 · 7 yrs 1 mo
LPL Financial LLCBroker
October 2007 - November 2014 · 7 yrs 1 mo
Edward Jones
October 2006 - October 2007 · 1 yr
Edward JonesBroker
November 2001 - October 2007 · 5 yrs 11 mos
State Registrations15 states
ARAZCAFLGAINLAMONCNJPASCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.