Breland Booth
Booth Financial Planning · Birmingham, Alabama
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $43.3M across 201 accounts |
| SEC registration | Investment adviser representative in AL, LA · CRD 4540040 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.brelandbooth.com |
| Profile |
How Breland's firm compares
- Booth Financial Planning's average account is about $215,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Breland
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.
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
- Booth Financial Planning 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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