Brandon Financial Planning, Inc.

Overview

Brandon Financial Planning, Inc. is an independent registered investment adviser focused on individual and family clients, with a practice built around financial planning and portfolio management for individuals and small businesses. The firm operates on a mixed-fee model that includes percentage-of-AUM billing as well as hourly and fixed fees, and it retains an owner-operated structure rather than being part of a larger capital allocator network. Investment activity centers on public mutual funds and pooled public vehicles rather than direct stock selection. The firm manages both discretionary and non-discretionary relationships but the asset mix shows a clear tilt toward advisory arrangements where trading authority is limited. Brandon Financial Planning, Inc. is not positioned as an ESG-focused manager and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices