Braden Proctor
S.A. Mason · Holland, Michigan
Braden Proctor is a fee-only financial advisor at S.A. Mason in Holland, Michigan. S.A. Mason reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Braden →
Facts
| Firm | S.A. Mason |
|---|---|
| Based in | Holland, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $528.7M across 881 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 4518967 |
| Exams passed | Series 63 (2002) · Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sa-mason.com |
How Braden's firm compares
- S.A. Mason's average account is about $600,000, from its Form ADV (assets managed divided by 881 accounts).
Request an introduction to Braden
Tell Braden a little about what you're looking for. Braden isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Braden
Is Braden Proctor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Braden holds no broker registration, and S.A. Mason reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Braden charge for financial advice?
Braden's firm, S.A. Mason, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Braden Proctor based?
Braden Proctor is based in Holland, Michigan.
Is Braden Proctor registered with the SEC?
Yes. Braden Proctor is registered as an investment adviser representative in MI and TX (CRD 4518967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S.A. Mason manage?
S.A. Mason reports $528.7M across 881 accounts in assets under management.
How do I contact Braden Proctor?
Through Braden's website, sa-mason.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.