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Abigail Martin

Investment adviser representative at Brandon Financial Planning, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$434.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Brandon Financial Planning, Inc.Jun 2026 to now
  2. Brandon Financial Planning, Inc.Jul 2023 to May 2026
  3. East Texas A & M UniversityJun 2023 to Jun 2025
  4. University of Mississippi College of Liberal ArtsMay 2022 to May 2023
  5. University of MississippiAug 2019 to May 2023
  6. Full Time StudentSep 2015 to Jul 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TN).

Brandon Financial Planning, Inc.

$434.9MAssets managed
252Clients
3Advisers
43 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8185019
Firm CRD
110267
Advisor's SEC record (opens in a new tab)
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