Brandon Yee
Versant Capital Management · Phoenix, Arizona
Brandon Yee is a fee-only financial advisor at Versant Capital Management in Phoenix, Arizona. Versant Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brandon →
Facts
| Firm | Versant Capital Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.81B across 1,678 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6244473 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.theversantvoice.com |
How Brandon's firm compares
- Versant Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,678 accounts).
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brandon
Is Brandon Yee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Versant Capital Management 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, Versant Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Yee based?
Brandon Yee is based in Phoenix, Arizona.
Is Brandon Yee registered with the SEC?
Yes. Brandon Yee is registered as an investment adviser representative in AZ (CRD 6244473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Versant Capital Management manage?
Versant Capital Management reports $1.81B across 1,678 accounts in assets under management.
How do I contact Brandon Yee?
Through Brandon's website, www.theversantvoice.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.
See something wrong? Request a correction. Read our methodology.