Brandon Renfro, CFP®, Ph.D., RICP®, EA
A Better Retirement Simplified
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Belonging Wealth Management
Brandon Renfro, CFP®, Ph.D., RICP®, EA
Longview, TX
Serving Clients Nationwide
A Better Retirement Simplified
5 out of 5 Stars
Rate this
Advisor
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brandon Renfro, CFP®, Ph.D., RICP®, EA
Hi, I’m Brandon Renfro. I live in Hallsville, TX with my wife, Callie, our daughter, Brooklyn, and son, Jackson. Callie is a stay-at-home mom. (Shout-out to stay-at-home parents! You’re the hardest working people I know!) I’m grateful to have a wide range of experience that helps me do what I do:My undergraduate degree in finance is from Southern Arkansas University in Magnolia, AR. My MBA was earned at Texas A&M University – Texarkana. I have a Master of Science in Finance from Texas A&M University – Commerce and a Ph.D. in Finance from Hampton University.
I’m a former professor of finance and current adjunct. Some of my proudest moments have been when students came back to tell me how much I helped them.
I have been in the Arkansas Army National Guard since 2009 and am an Infantry Major in the 39th Infantry Brigade.
Now for the nerd stuff:
My research interests include investment portfolio construction, retirement withdrawal strategies, market efficiency, and investor rationality. My dissertation, entitled “The Low-Beta Anomaly and Estimation Interval,” concerns the varying spans of time over which beta is estimated and the degree to which this influences the measured relationship between risk and return. (I told you it was nerdy.)
I have written extensively about retirement topics, including investing and taxes, and have been quoted in top publications including Forbes, The Wall Street Journal, and US News and World Report.
Bottom line?
I consider it among my greatest honors in life to help people find true freedom and joy in their retirement!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Enrolled Agent (EA)
- Retirement Income Certified Professional (RICP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- FinCon
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
1405 Colony Circle Longview, TX 75604
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
We offer a free introductory call. To get started, click the 'Book Intro Call' button above. We look forward to starting a conversation with you. You'll never feel pressured to partner with us - Promise. To get started, you'll provide basic information and we’ll respond within one business day. Then we'll schedule time to chat. In our response, we’ll let you know if we think we’re the best to help and, if so, schedule a time to get to know one another better. Then, move forward when you're ready. If you like what you hear, we’ll get to work building a plan for your retirement that gets you out of your head and into a life you’ve earned.Offers Investment Management
Yes
About Belonging Wealth Management
At Belonging Wealth Management, we are fiduciary financial planners that help you build a plan for retirement that optimizes your portfolio, reduces your taxes, and considers all the “what-ifs.” With convenient technology, we can work together from anywhere in the United States to create a plan that lets you get the most out of your retirement savings.We love the challenge of partnering with individuals to discover their unique path to a fulfilling future. You’re the boss of your retirement. We simply offer effective tools and clear guidance to help you make it what you want.
If we have the privilege of working with you, here's what you can always expect from us:
Personable Service: Establishing good relationships with our clients is foundational to our work. We love getting to know you and are always easy to engage with.
Straightforward Advice: As fee-only fiduciaries, we are legally bound to act in your best interest. As humans, we're committed to open and honest conversation.
Effective Solutions: With professional expertise, years of experience, and a sincere care for your success, we are equipped to develop a plan that truly serves you well.
Education
Ph.D. in Finance from Hampton University | Master of Science in Finance from Texas A&M University – Commerce | MBA, Texas A&M University – Texarkana | BBA Finance, Southern Arkansas University - Magnolia
Badges
Hobbies and Interests
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Military
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 26, 2024
My wife and I recently met with Brandon and Den to discuss a handful of financial planning questions we had. On both occasions we met with them it was apparent their depth of knowledge and expertise in answering our questions and providing recommendations on what would be best to meet our needs as a family. They were extremely generous in the time they gave to clearly and effectively answer our questions. What was most impressive was the environment they seek to foster. It is one that anyone should trust and feel safe due to the honesty and full transparency they provide in their communications. It's apparent that both men display a high degree of character and integrity in how they conduct themselves. This was something we extremely appreciated. I would strongly recommend their services to anyone seeking financial planning advice.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 31, 2023
Belonging Wealth Management has been a fantastic choice for my retirement planning. The team is professional, answers all of my questions, and has acted with the utmost integrity.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 6, 2022
Brandon and his partner are super helpful answering questions about your financial well-being. I reached out after seeing many interesting post on LinkedIn and Facebook about the stock market, retirement and other big financial decisions that need to be made. Brandon called me and had a session where he was able to coach and guide me for next steps. He was not pushing me to use his service and does not spam you if it takes you a while to decide which partner you would like to use for your financial decisions.
Talking through finances is stressful and not something I like to talk about with others. This conversation was not stressful and they were super generous to walk through uncommon terms and explain, without making it feel like I was uneducated or expected to know everything.
Great experience and I would highly recommend setting up the first call to see if you have the same experience that I had.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 24, 2022
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 13, 2022
I had some cash from selling our home and wanted some advice. Brandon and Den were both very knowledgeable and helpful without being pushy. They had me fill out a short survey to determine my tolerance for risk, then made some recommendations. I wound up going with an I bond, which they both recommended. I'm very pleased and will be using them in the future as well. Definitely recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 26, 2022
Brandon is one of the smartest people I know. He will lead you down the right path that works best for your needs.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 17, 2021
Brandon and Den are both amazing guys with years of education and experience. On top of that, they’re amazing men of high character that know how to treat people as if they’re family.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 20, 2021
Recommend dealing with Brandon to anyone. My wife and I feel a lot better about our retirement goals now.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2021
Brandon is by far one of the best financial professionals I have ever worked with. He is very knowledgeable and makes everything easy to understand.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2018
Brandon is not only one of the most intelligent financial planners I've worked with, but also has a communication style that is clear and free of jargon. You're in good hands with Brandon.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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