Joel Beyer is a registered investment advisor at 21:5 Advisors, LLC, based in Peoria, AZ, with 25 years of industry experience. Joel 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 5 more. Their firm serves 56 clients with $36M 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 - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes. Fee-based annuity assets are charged at a flat annual rate of 1.00%.
Fee Estimator
Location
16165 North 83rd Avenue, Suite 200, Peoria, AZ, 85382
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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 →Employment History
Current Registrations
21:5 Advisors, LLC
Previous Registrations
Rfg Advisory, LLC
Heritage Wealth Management, LLC
215 Advisors, LLC
Tres Wealth Management Group LLC
J. W. Cole Advisors, INC.
Financial Advisers of America, LLC
Qa3 Financial LLC
Ing Financial Partners, INC
Intersecurities, INC.
State Registrations4 states
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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