# Brandon LaValley

> Brandon LaValley is a fee-only financial advisor at Targeted Wealth Solutions in New Braunfels, Texas. Targeted Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-lavalley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Targeted Wealth Solutions
- **Based in:** New Braunfels, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $71.7M across 280 accounts
- **CRD:** 6589069 (https://adviserinfo.sec.gov/individual/summary/6589069)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.targetedwealthsolutions.com

## Frequently asked questions

### Is Brandon LaValley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Targeted Wealth Solutions 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's firm, Targeted Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brandon LaValley based?

Brandon LaValley is based in New Braunfels, Texas.

### Is Brandon LaValley registered with the SEC?

Yes. Brandon LaValley is registered as an investment adviser representative in CO and TX (CRD 6589069), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Targeted Wealth Solutions manage?

Targeted Wealth Solutions reports $71.7M across 280 accounts in assets under management.

### How do I contact Brandon LaValley?

Through Brandon's website, www.targetedwealthsolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6589069): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.