Brian Fralin
Advisor at Burgeon Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brian Fralin is a CFP® with 17 years of experience in the financial services industry. He is the sole advisor at Burgeon Capital, an independent firm based in Midland, TX. Outside of his advisory role, Fralin is involved in several business ventures, including ownership of a business consulting practice. Burgeon Capital provides financial planning, consulting, investment management, and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes fundamental analysis and primarily uses mutual funds, supplemented by ETFs, individual securities, and private placements for accredited investors.
Expertise
Based on Burgeon Capital
General retirement planning
Business succession planning
Wealth management
Private / alternative investments
Fee options
Fixed fees generally range from $1,000 to $20,000 for financial planning and consulting services; ongoing retainer fees up to $60,000 prorated and billed quarterly in advance.
0.30% to 1.50% annually (varies by asset size and service type)
Certain supervised persons in their individual capacities may offer insurance products under commission arrangements.
$150 to $300 per hour for financial planning and consulting services.
Fee-only: Fixed fees generally range from $1,000 to $20,000; hourly fees range from $150 to $300 per hour; ongoing retainer fees up to $60,000 prorated and billed quarterly in advance.
Location
Midland, TX
Most active in
Brian F has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
If You Ain't First, LLC
2025 - Present (1 year)
F5 Family Holdings, LLC
2020 - Present (6 years)
Solutions Auto Wash, LLC
2020 - Present (6 years)
The Way Retreat Center
2014 - 2018 (4 years)
Oasis Ice House, LLC
2013 - Present (13 years)
PBIH, LLC
2013 - Present (13 years)
Neptune Rentals, LLC
2013 - Present (13 years)
Burgeon Capital, LLC
2012 - Present (14 years)
Fralin Management, LP
2012 - Present (14 years)
Tessa Management, Inc.
2012 - Present (14 years)
Permian Ice House, LP
2010 - Present (16 years)
Ice House America Ice House
2010 - 2020 (10 years)
MASS MUTUAL
2009 - Present (17 years)
Bendito Holdings, LLC
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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