Brandon Renfro, CFP®, Ph.D. Brandon Renfro LLC

About Brandon Renfro, CFP®, Ph.D., RICP®

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future.

I live in East Texas with my wife and two kids. I am a full-time professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you.

I am also an Infantry Captain in the Arkansas Army National Guard.

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • AUM: 0.8%

SEC Records

States Registered

  • Texas

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