BB
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Brandon Booth

4 Years of Experience
Tampa, FL
Sells Insurance

Brandon Booth is a registered investment advisor at Truadvisors, based in Tampa, FL, with 4 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 172 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
172 clients
Average Client Portfolio
$772K average
Assets Under Management
$132.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

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

3030 N Rocky Point Drive, Suite 280, Tampa, FL, 33607

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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 ActivitiesSells Insurance

Brandon is an insurance agent with Spectra ACS Marketing Alliance, spending about a quarter of his time selling insurance products. He also serves on the Board of Managers for CyberneticEntertainment, LLC, a software publishing business, and owns The Diamond Source, supplying diamonds and gems to jewelry stores.

Employment History
Current Registrations
Truadvisors
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Elevated Capital Advisors, LLC
March 2021 - February 2025 · 3 yrs 11 mos
State Registrations1 state
TX
Advisor

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.
Brandon Booth - Financial Advisor | TrueAdvisor