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Belonging Wealth Management

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Total assets under management

$10,834,131

Total clients

18

0% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

9

Average account size

$601,896

Client services

Financial planning Portfolio management Tax preparation

Fee options

Fixed

One-time financial planning flat fee not to exceed $10,000; $600 fixed fee for tax preparation if AUM minimum not met.

Percentage

$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%

Project-based

$250 per hour for hourly clients.

Other

Fee-only: One-time financial planning flat fee up to $10,000; hourly rate $250 per hour; ongoing planning fees per AUM schedule.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Belonging Wealth Management

1405 Colony Circle

Longview TX 75604, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 903-471-0624

Advisors at this firm

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Brandon R

CFP®, EA, RICP®

Longview, TX

Belonging Wealth Management

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 former 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 Major in the Arkansas Army National Guard.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)

Den M

CFP®

Longview, TX

Belonging Wealth Management

We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.

General estate planning guidance Inherited wealth Gen X (Born 1965-1980)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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