Brandon Renfro is a CFP-designated registered investment advisor at Belonging Wealth Management, based in Longview, TX, with 15 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Contact
Brandon Renfro
Location
1405 Colony Circle, Longview, TX, 75604
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brandon is a Captain in the Army National Guard, dedicating about 10-20% of his time to training. He also owns residential rental units and works as a freelance writer, spending minimal time and about 10-20% of his time, respectively, on these activities.
Employment History
Current Registrations
Belonging Wealth Management
Previous Registrations
Origin Financial
Cogent Advisory Group LLC
LPL Financial LLC
Renfro Financial Planning LLC
Wells Fargo Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams