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BRANDON FINANCIAL PLANNING, INC.

MEMPHIS, TN · CRD 110267 · IAPD ↗ · brandonplanning.com · 901-324-6600

$434.9MRegulatory AUM
3Advisory reps
5Employees
5Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BRANDON FINANCIAL PLANNING, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.