Belonging Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belonging Wealth Management works with individual and high-net-worth clients to provide investment management, retirement planning, and comprehensive financial planning, and has recently added tax preparation services to its offerings. As of December 31, 2024 the firm reported roughly $20.2 million in discretionary assets under management and delivers ongoing portfolio supervision and written or electronic financial plans.
The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, using diversified allocations of index mutual funds and exchange-traded funds to emphasize low internal costs, limited turnover, and tax efficiency. For trade execution and custody it recommends the Altruist platform, citing commission-free trading and integrated technology and support services as part of how portfolios are implemented.
Notable aspects of the firm include the addition of in-house tax-preparation services as part of its advisory offering and a stated practice of absorbing tax-preparation costs for some ongoing planning clients under certain circumstances. The advisory team’s academic credentials (including a Ph.D. in finance and a graduate certificate in financial therapy), its owner-operated, two-advisor structure, subscription to the Institute for the Fiduciary Standard’s Real Fiduciary™ Practices, and its disclosed reliance on Altruist’s business and support services further distinguish its profile from many peers.
Client services
Expertise
Fee options
One-time financial planning flat fee not to exceed $10,000; $600 fixed fee for tax preparation if AUM minimum not met.
$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%
$250 per hour for hourly clients.
Fee-only: One-time financial planning flat fee up to $10,000; hourly rate $250 per hour; ongoing planning fees per AUM schedule.
Main office
1405 Colony Circle
Longview TX 75604
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Belonging Wealth Management · Brandon Renfro LLC · Renfro, Brandon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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