Abigail Martin

BRANDON FINANCIAL PLANNING

MEMPHIS, TN 38117

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CRD#: 8185019

Professional summary

Abigail Martin, who also goes by Abi Martin, is a registered financial advisor currently at BRANDON FINANCIAL PLANNING, INC. located in Memphis, Tennessee.

Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Abigail has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Abi Martin

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 25, 2026 - Present

BRANDON FINANCIAL PLANNING, INC.

Office #1: 5101 Wheelis Road Suite 112, Memphis, TN 38117

RIA

CRD#: 110267

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRANDON FINANCIAL PLANNING, INC.

BRANCO PLANNING CO INC | BRANDON FINANCIAL PLANNING, INC. | BRANDON FINANCIAL PLANNING INC.

CRD#: 110267 / SEC#: 801-17960

RIA

Registered Investment Advisory firm - (12/3/1982 Approved)

Texas

Registered Investment Advisory firm - (4/10/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(6/25/2026)

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

Current Firm

BRANDON FINANCIAL PLANNING, INC.

BRANCO PLANNING CO INC | BRANDON FINANCIAL PLANNING, INC. | BRANDON FINANCIAL PLANNING INC.

CRD#: 110267 / SEC#: 801-17960

RIA

Registered Investment Advisory firm - (12/3/1982 Approved)

Texas

Registered Investment Advisory firm - (4/10/2002 Terminated)

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Contact information

Main Address

5101 Wheelis Road Suite 112, Memphis, TN 38117

Mailing Address

P O Box 770870, Memphis, TN 38177

Phone number

(901) 324-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	771
AUM (Assets Under Management)	$ 362,822,144

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/17/2025	Cover Page	Report
01/24/2024	Cover Page	Report
10/25/2022	Cover Page	Report
03/24/2022	Cover Page	Report

Red Flags

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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ENVISION FINANCIAL PLANNING, LLC

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Abigail Martin

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRANDON FINANCIAL PLANNING, INC.

Primary Firm SEC Registration

BRANDON FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Current Firm

BRANDON FINANCIAL PLANNING, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRANDON FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

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