Brandon Renfro
CFP®Professional Summary
Brandon Renfro, CFP® is a registered financial advisor currently at BELONGING WEALTH MANAGEMENT located in Longview, Texas. Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brandon has worked at 6 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
Biography
I am a Fee-Only financial planner located in Longview TX, serving Hallsville, Marshall, Longview, the greater East Texas region, and clients across the United States. I provide comprehensive financial planning, retirement planning and investment management to help individuals and families preparing for retirement. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice. I help you...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
BELONGING WEALTH MANAGEMENT | RENFRO, BRANDON | BRANDON RENFRO LLC
Contact Information
Main Address
1405 Colony Circle, Longview, TX 75604Phone Number
(903) 471-0624# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
54AUM (Assets Under Management)
$10,834,131Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(9/6/2023)
(3/16/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brandon Renfro's CRS (Customer Relationship Summary).
Services Offered by Brandon
- Retirement Planning
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