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BRANDON FINANCIAL PLANNING, INC.
CRD 110267File 801-17960
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$434.9M
Below cohort median (national)
Discretionary AUM
$27.3M
Non-discretionary $407.7M
Clients
252
947 accounts
Employees
5
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 3, 1982
- Principal office
- 5101 WHEELIS ROAD, SUITE 112, MEMPHIS, TN, 38117
- Phone
- 901-324-6600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $434.9M
- Discretionary AUM
- $27.3M
- Non-discretionary AUM
- $407.7M
- Discretionary accounts
- 24
- Non-discretionary accounts
- 923
- Total accounts
- 947
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 133 | $285.7M |
| Pension and profit sharing plans | Fewer than 5 | $11.9M |
| Individuals (other than high net worth individuals) | 119 | $137.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.