
Brandon Renfro, CFP®, Ph.D., RICP®, EA
A Better Retirement Simplified
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreGreat job!
- Add your title
- Add your tagline
- Add your logo and cover image
- Add your social media
- Add your details
Serving Clients Nationwide
A Better Retirement Simplified
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Living in Retirement
- 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
Location
1405, Colony Circle, Longview, Texas, 75604
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 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
Who We Serve
- Baby Boomers
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Military
- Young Families
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic professionals and educators in the finance community.
Your honest reviews of the providers featured in our directories help people decide which providers may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience with the provider.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying that you like or dislike a provider, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your real experience with the provider.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience with the provider.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2021 Wealthtender, Inc.
Leave a Reply