Jason Branning
Branning Wealth Management · Jackson, Mississippi
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Divorced individuals
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 |
| Accepting new clients | Yes |
| Credentials | CFP · RICP · ChFC · CDFA |
| Website | branwealth.com |
| Profile |
How Jason's firm compares
- A one-time plan starts at $3,000, above the US median of $2,000 for fee-only firms that publish prices.
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Branning Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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