Brandon Financial Planning, Inc. fees and pricing
Financial planner in Memphis, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Brandon Financial Planning, Inc. charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“$500 per hour. 7 Gross Income or Net Worth Based:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brandon Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remaining amount is not due and payable until the fact-finding, analysis and preparation of the written financial plan is completed.”
- “Brandon Financial bills the client directly for its services; payment is due upon receipt of Brandon Financial’s invoice.”
- “The remaining amount is not due and payable until the fact-finding, analysis and preparation of the written financial plan is completed.”
How Brandon Financial Planning, Inc.’s fees compare
- Its hourly rate of $500 is above the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 8 of the 10 other planners in Memphis that publish an hourly rate charge less.
About Brandon Financial Planning, Inc.
“The client can determine to engage Brandon Financial to provide combined comprehensive financial planning and discretionary and/or non-discretionary investment advisory services.”
- Firm size: 5 employees.
- Registered as an adviser: 1982 (44 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 252
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $434,931,410
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110267
- Phone
- (901) 324-6600
Can advise clients in 7 states: Arkansas, Florida, Georgia, Mississippi, North Carolina, Tennessee, Texas
Other planners in Memphis that publish fees
- Cothran Capital, LLCMemphis$300/hr, $495
- Crest Private Wealth, LLCMemphis$500-$600/hr, $1,000-$40,000
- Dogwood Financial PlanningMemphis$300/hr, $500
- Eaglestrong FinancialMemphis$200/hr, $100-$500/mo
- Envision Financial Planning, LLCMemphis$500/hr
- Kimery Wealth Management, LLCMemphis$350/hr, $10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.