Biran Herndon is a registered investment advisor at Herndon Wealth Services INC, based in Vero Beach, FL, with 6 years of industry experience. Biran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Herndon Wealth Services offers ongoing financial planning for a fixed annual fee of $4,000. This includes quarterly meetings and ongoing check-ins via phone or email. This service is only offered to clients who have completed an initial financial plan.
- Financial Plan Creation - $750
- Hourly Financial Planning - $250 per hour
Location
916 20th Place, Vero Beach, FL, 32960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Herndon Wealth Services INC
Previous Registrations
Herndon Wealth Services INC
Impact Partnership Wealth, LLC
Brookstone Wealth Advisors, LLC
Lifepro Asset Management
Forta Financial Group, INC.
Bch Financial, INC.
Money Concepts Capital CORP
Financial Guidance for Municipal Workers, LLC
Terra Financial Planning Group LTD
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.