Sally Branson
Texas Family Wealth · Friendswood, Texas
Sally Branson is a fee-only financial advisor at Texas Family Wealth in Friendswood, Texas. Sally focuses on retirement planning. Texas Family Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Texas Family Wealth |
|---|---|
| Based in | Friendswood, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $257.0M across 1,074 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4147887 |
| Exams passed | Series 63 (2000) · Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | texasfamilywealth.com |
How Sally's firm compares
- Texas Family Wealth's average account is about $239,000, from its Form ADV (assets managed divided by 1,074 accounts).
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Questions about Sally
Is Sally Branson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sally holds no broker registration, and Texas Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sally charge for financial advice?
Sally's firm, Texas Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sally Branson based?
Sally Branson is based in Friendswood, Texas.
What does Sally specialize in?
Sally's specialties include retirement planning. Sally works with multi-generational families.
Is Sally Branson registered with the SEC?
Yes. Sally Branson is registered as an investment adviser representative in TX (CRD 4147887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Texas Family Wealth manage?
Texas Family Wealth reports $257.0M across 1,074 accounts in assets under management.
How do I contact Sally Branson?
Through Sally's website, texasfamilywealth.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
- Texas Family Wealth 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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