Brandon Haines
Brandon Haines is a CFP-designated registered investment advisor at The Strategic Financial Alliance, based in Wilmington, NC, with 24 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.
Fee Estimator
Location
398 Carl Street, Unit 101, Wilmington, NC, 28403
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon manages Haines Financial, LLC and The Wealth Plan Company, dedicating nearly full-time hours to general business management and financial planning. He also works as an insurance agent, spending a few hours per week finding fixed insurance solutions for clients.
Employment History
Current Registrations
The Strategic Financial Alliance, INC.Broker
Strategic Blueprint, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations15 states
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.
Exams
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