Brandon Small
Invested Interests · Minneapolis, Minnesota
Brandon Small is a fee-only financial advisor at Invested Interests in Minneapolis, Minnesota, who holds the CFP and CFA credentials. Brandon focuses on sustainable & impact investing. Invested Interests reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Invested Interests |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.9M across 72 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, MN · CRD 3262658 |
| Exams passed | Series 63 (1999) · Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.investedinterests.com |
| Profile |
How Brandon's firm compares
- Invested Interests's average account is about $110,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Brandon
Is Brandon Small a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Invested Interests 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, Invested Interests, reports charging a percentage of assets on its SEC Form ADV.
How much does Brandon charge?
According to Invested Interests's website, checked October 30, 2026: no asset minimum.
Does Brandon work with clients virtually?
Yes. Invested Interests says on its website that it works with clients remotely.
Where is Brandon Small based?
Brandon Small is based in Minneapolis, Minnesota.
What does Brandon specialize in?
Brandon's specialties include sustainable & impact investing.
What credentials does Brandon Small hold?
Brandon Small holds the CFP and CFA credentials.
Is Brandon Small registered with the SEC?
Yes. Brandon Small is registered as an investment adviser representative in CA and MN (CRD 3262658), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invested Interests manage?
Invested Interests reports $7.9M across 72 accounts in assets under management.
How do I contact Brandon Small?
Through Brandon's website, www.investedinterests.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
- Invested Interests 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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