Brandon Barfield is a registered investment advisor at Larson Financial Group, LLC, based in Woodstock, GA, with 11 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,961 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees for assets over $5,000,000 are negotiable. Other specialized programs may charge up to 2.25% and a $600 annual service fee.
Fee Estimator
Location
Woodstock, GA
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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 Activities
Brandon is a co-founder and regional director of Doctors Without Quarters, LLC, which helps recent graduates manage student loan debt. He dedicates full-time hours to this role, assisting with operations and giving loan repayment talks.
Employment History
Current Registrations
Larson Financial Group, LLC
Previous Registrations
Gl Investment Services, LLC
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.
Exams
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