# Brandon Financial Planning

Brandon Financial Planning is a Bank / Wealth / Trust based in Memphis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Memphis, United States
- **Region:** North America
- **Address:** Memphis, United States
- **Founded:** 1952
- **Assets under management:** Undisclosed
- **Website:** brandonplanning.com
- **LinkedIn:** https://www.linkedin.com/company/brandon-financial-planning-inc

## Regulatory record

- **CRD number:** 110267
- **SEC file number:** 801-17960
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Brandon Financial Planning was established in 1952 as a US wealth manager and registered investment adviser. It provides advisory services focused on financial planning, retirement planning, and portfolio management. The firm serves individuals, high net worth individuals, and pension and profit-sharing plans. No additional offices, team size, or recent operational events from the last 24 months are recorded in available sources.

## Questions

### What services does Brandon Financial Planning provide?

The firm offers investment advisory services including financial planning, retirement planning, and portfolio management.

### Who are the clients of Brandon Financial Planning?

It advises individuals, high net worth individuals, pension plans, and profit-sharing plans.

## Related profiles

- [Brandon Capital Partners](https://altss.com/profile/brandon-capital-partners)
- [BrandProject](https://altss.com/profile/brandproject)

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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/brandon-financial-planning

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