# Breland Booth

> Breland Booth is a fee-only financial advisor at Booth Financial Planning in Birmingham, Alabama. Breland focuses on retirement planning. Booth Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/breland-booth/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Booth Financial Planning
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $43.3M across 201 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4540040 (https://adviserinfo.sec.gov/individual/summary/4540040)
- **SEC registration:** Investment adviser representative in AL, LA
- **Exams passed:** Series 63 (2015), Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.brelandbooth.com

## Frequently asked questions

### Is Breland Booth a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Breland holds no broker registration, and Booth Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Breland charge for financial advice?

Breland's firm, Booth Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Breland charge?

According to Booth Financial Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Breland Booth based?

Breland Booth is based in Birmingham, Alabama.

### What does Breland specialize in?

Breland's specialties include retirement planning. Breland works with retirees and pre-retirees.

### Is Breland Booth registered with the SEC?

Yes. Breland Booth is registered as an investment adviser representative in AL and LA (CRD 4540040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Booth Financial Planning manage?

Booth Financial Planning reports $43.3M across 201 accounts in assets under management.

### How do I contact Breland Booth?

Through Breland's website, www.brelandbooth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4540040): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://brelandbooth.com/): specialties, clients served, and fees, checked October 30, 2026

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