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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

(903) 471-0624

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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

Primary Location

1405 Colony Circle Longview, TX 75604

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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 our Firm

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

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Who 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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.

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