# Trocon Reffell

> Trocon Reffell is a fee-only financial advisor at Branson Fowlkes & CO in Houston, Texas, who holds the CFP credential. Branson Fowlkes & CO reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/trocon-reffell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Branson Fowlkes & CO
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $439.4M across 1,126 accounts
- **Credentials:** CFP
- **CRD:** 5088278 (https://adviserinfo.sec.gov/individual/summary/5088278)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.bransonfowlkes.com/

## Frequently asked questions

### Is Trocon Reffell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Trocon holds no broker registration, and Branson Fowlkes & CO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Trocon charge for financial advice?

Trocon's firm, Branson Fowlkes & CO, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Trocon Reffell based?

Trocon Reffell is based in Houston, Texas.

### What credentials does Trocon Reffell hold?

Trocon Reffell holds the CFP credential.

### Is Trocon Reffell registered with the SEC?

Yes. Trocon Reffell is registered as an investment adviser representative in TX (CRD 5088278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Branson Fowlkes & CO manage?

Branson Fowlkes & CO reports $439.4M across 1,126 accounts in assets under management.

### How do I contact Trocon Reffell?

Through Trocon's website, www.bransonfowlkes.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5088278): 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

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