Nathan Beard is a registered investment advisor at Beard Financial Planning LLC, based in Roanoke, VA. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Uses a flat breakpoint schedule where the rate applies to the entire balance once the threshold is crossed. Fees are negotiable.
Fee Estimator
Location
Roanoke, VA
Get directionsHistory
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
Beard Financial Planning LLC
Previous Registrations
Upward Financial Planning
State Registrations1 state
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
More Advisors
- Clark Lemaster, CFPJanney Montgomery Scott LLC
- Jay Arce, CFPTaylor Financial Group, INC.
- Creg Matthews, CFPWells Fargo Advisors
- Vanessa Brunner, ChFCEdward Jones
- John Bradberry, CFPCommonwealth Financial Network
- Tyler Caveness, CFPConcord Wealth Partners