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Brandon Furlong

14 Years of Experience
Broker

Brandon Furlong is a registered investment advisor at Larson Financial Group, LLC, based in Saint Louis, MO, with 14 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 4,640 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,640 clients
Average Client Portfolio
$869K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees negotiable for accounts over $5,000,000.

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

100 N Broadway, Suite 1700, Saint Louis, MO, 63102

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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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Other Business Activities

Brandon is a shareholder in Larson Financial Holdings, LLC, a non-operating holding company. He spends minimal time on this activity.

Employment History
Current Registrations
Larson Financial Group, LLC
May 2012 - Present · 13 yrs 11 mos
Larson Financial Securities, LLCBroker
May 2012 - Present · 13 yrs 11 mos
Previous Registrations
LPL Financial Corporation
March 2009 - August 2009 · 5 mos
LPL Financial CorporationBroker
February 2009 - August 2009 · 6 mos
State Registrations19 states
CACTDCFLGAMAMINCNENYPASCTNTXUTVAWAWIWV
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.