Brandon Renfro
Belonging Wealth Management · Longview, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $10.8M across 54 accounts |
| Credentials | CFP · EA · RICP |
| SEC registration | Investment adviser representative in LA, TX · CRD 5752564 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | belongingwealth.com |
| Profile |
How Brandon's firm compares
- Belonging Wealth Management's average account is about $201,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Longview
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Belonging Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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