Brandon Catrett
Ridgeline Private Wealth · Ponte Vedra, Florida
Brandon Catrett is a fee-only financial advisor at Ridgeline Private Wealth in Ponte Vedra, Florida. Brandon charges an ongoing planning fee and focuses on founders (pre-exit) and small business owners.
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Specialties
Who they serve
- Founders
Facts
| Firm | Ridgeline Private Wealth |
|---|---|
| Based in | Ponte Vedra, Florida |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $172.8M across 627 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, GA · CRD 7016998 |
| Exams passed | Series 66 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ridgelineprivatewealth.com |
| Profile |
How Brandon's firm compares
- Ridgeline Private Wealth's average account is about $276,000, from its Form ADV (assets managed divided by 627 accounts).
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Questions about Brandon
Is Brandon Catrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Ridgeline Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon charges an ongoing planning fee.
Does Brandon work with clients virtually?
Yes. Ridgeline Private Wealth says on its website that it works with clients remotely.
Where is Brandon Catrett based?
Brandon Catrett is based in Ponte Vedra, Florida.
What does Brandon specialize in?
Brandon's specialties include founders (pre-exit) and small business owners. Brandon works with founders.
Is Brandon Catrett registered with the SEC?
Yes. Brandon Catrett is registered as an investment adviser representative in AZ, CA, FL and GA (CRD 7016998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgeline Private Wealth manage?
Ridgeline Private Wealth reports $172.8M across 627 accounts in assets under management.
How do I contact Brandon Catrett?
Through Brandon's website, www.ridgelineprivatewealth.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
- Ridgeline Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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