Brandon LaValley
Targeted Wealth Solutions · New Braunfels, Texas
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.
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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 | $71.7M across 280 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 6589069 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.targetedwealthsolutions.com |
How Brandon's firm compares
- Targeted Wealth Solutions's average account is about $256,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Brandon
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.
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.
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