Profile
Brandon Renfro
ListedFee-Only Fiduciary Advisor and Tax Preparer in Longview, TX
About
About
Brandon Renfro is a fee-only fiduciary financial advisor and tax preparer with Belonging Wealth Management in Longview, TX.
His work includes retirement income planning, tax return preparation, Roth conversion and RMD coordination, withdrawal planning, and tax-focused financial planning.
Brandon Renfro is a fee-only fiduciary financial advisor and tax preparer with Belonging Wealth Management in Longview, TX. The firm focuses on helping retirees simplify financial decisions by coordinating retirement planning, investment management, and tax preparation through one team.
His work includes retirement income planning, tax return preparation, Roth conversion and RMD coordination, withdrawal planning, and tax-focused financial planning. Source facts also list tax services, tax resolution, and CPA accounting advisory as relevant service areas.
Belonging Wealth Management is described as a registered investment adviser offering fee-only advisory services, with an in-person service format for clients in Longview and nearby Texas communities.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| CPA accounting advisory | In-person | ||
| Tax resolution | In-person | ||
| Tax services | In-person | ||
Service areas
Service areas
Longview, TX
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