CRD: 110267
Brandon Financial Planning, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-03-1982
- Office Locations
- 2
Office Locations
About Brandon Financial Planning, Inc.
Brandon Financial Planning is a Memphis-based, family-run RIA serving multi-generational families and business owners with comprehensive financial planning and portfolio management, including tax, estate, insurance, college, and succession planning. Investment approach emphasizes diversified asset allocation using mutual funds, ETFs, fixed income, and index strategies; custodies with Schwab and TD Ameritrade.
Reported data analysis
What the numbers show
Between March 12, 2025 and March 18, 2026, reported AUM increased 19.9%, from $362.8M to $434.9M.
Across 5 reported observations, AUM increased 25.3% between February 3, 2022 and March 18, 2026, from $347.2M to $434.9M.
Of the latest reported AUM, 6.3% is discretionary and 93.7% is non-discretionary.
The firm reports 3 advisory representatives and 257 clients, or 85.7 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 43 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Brandon Financial Planning, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAYMOND WILSON BRANDON
President
- CRD
- #1139301
- Ownership
- 75% or more
JAMES MICHAEL CULLEN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
GARY LEE KIEFFNER JR
Senior Analyst and Planner
- CRD
- #2843171
Abigail Martin
--
- CRD
- #8185019
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,266,205 | $1,136,092 |
| Non-Discretionary | $407,665,205 | $441,674 |
| Total | $434,931,410 | $459,273 |
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Separately Managed Accounts
SMA allocation detail is available
Brandon Financial Planning, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.