Trocon Reffell
Branson Fowlkes & CO · Houston, Texas
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.
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Facts
| Firm | Branson Fowlkes & CO |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $439.4M across 1,126 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5088278 |
| Exams passed | Series 66 (2006) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.bransonfowlkes.com |
How Trocon's firm compares
- Branson Fowlkes & CO's average account is about $390,000, from its Form ADV (assets managed divided by 1,126 accounts).
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Questions about Trocon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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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