# Brandon Renfro

> Brandon Renfro is a fee-only financial advisor at Belonging Wealth Management in Longview, Texas, who holds the CFP, EA and RICP credentials. Brandon charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/brandon-renfro/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Belonging Wealth Management
- **Based in:** Longview, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.8M across 54 accounts
- **Credentials:** CFP, EA, RICP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5752564 (https://adviserinfo.sec.gov/individual/summary/5752564)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://belongingwealth.com

## Frequently asked questions

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

Yes. Brandon Renfro is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brandon's firm.

### How does Brandon charge for financial advice?

Brandon charges a percentage of assets.

### How much does Brandon charge?

According to Belonging Wealth Management's website, checked October 28, 2026: 1.25% a year on the first tier of assets managed.

### Where is Brandon Renfro based?

Brandon Renfro is based in Longview, Texas.

### What does Brandon specialize in?

Brandon's specialties include retirement planning, tax planning and estate & legacy planning. Brandon works with retirees and pre-retirees.

### What credentials does Brandon Renfro hold?

Brandon Renfro holds the CFP, EA and RICP credentials.

### Is Brandon Renfro registered with the SEC?

Yes. Brandon Renfro is registered as an investment adviser representative in LA and TX (CRD 5752564), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Belonging Wealth Management manage?

Belonging Wealth Management reports $10.8M across 54 accounts in assets under management.

### How do I contact Brandon Renfro?

Through Brandon's website, belongingwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/brandon-renfro-10726): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://belongingwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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