BV
CFP
BV
CFP

Brandon Vanmeter

20 Years of Experience
Colleyville, TX
Broker

Brandon Vanmeter is a CFP-designated registered investment advisor at Edward Jones, based in Colleyville, TX, with 20 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8098 Precinct Line Rd #100, Colleyville, TX, 76034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edward Jones
March 2025 - Present · 1 yr 7 mos
Edward JonesBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
TD Ameritrade, INC.Broker
May 2022 - December 2023 · 1 yr 7 mos
TD Ameritrade, INC.
May 2022 - October 2022 · 5 mos
Charles Schwab & CO., INC.
June 2015 - April 2025 · 9 yrs 10 mos
Charles Schwab & CO., INC.Broker
September 2013 - April 2025 · 11 yrs 7 mos
Scottrade, INC.Broker
April 2006 - August 2013 · 7 yrs 4 mos
State Registrations10 states
ARAZCOFLILINMSNCOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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