# Jason Branning

> Jason Branning is a fee-only financial advisor at Branning Wealth Management in Jackson, Mississippi, who holds the CFP, RICP and ChFC credentials. Jason charges a percentage of assets and a one-time planning fee (one-time plans from $3,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning, family wealth transfer and divorce financial planning.

Page: https://find.wellspent.co/advisors/jason-branning/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Branning Wealth Management
- **Based in:** Jackson, Mississippi
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $3,000; 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, RICP, ChFC, CDFA
- **Specialties:** Retirement planning, Family wealth transfer, Divorce financial planning, Founders (pre-exit), Tax planning
- **Works with:** Pre-retirees, Retirees, Founders, Divorced individuals
- **Website:** https://branwealth.com

## Frequently asked questions

### Is Jason Branning a fee-only financial advisor?

Yes. Jason Branning is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).

### How does Jason charge for financial advice?

Jason charges a percentage of assets and a one-time planning fee.

### How much does Jason charge?

According to Branning Wealth Management's website, checked October 28, 2026: one-time plans from $3,000; 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Does Jason work with clients virtually?

Yes. Branning Wealth Management says on its website that it works with clients remotely.

### Where is Jason Branning based?

Jason Branning is based in Jackson, Mississippi.

### What does Jason specialize in?

Jason's specialties include retirement planning, family wealth transfer, divorce financial planning, founders (pre-exit) and tax planning. Jason works with pre-retirees, retirees, founders and divorced individuals.

### What credentials does Jason Branning hold?

Jason Branning holds the CFP, RICP, ChFC and CDFA credentials.

### How do I contact Jason Branning?

Through Jason's website, branwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47051): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- The firm's website (https://www.branwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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