Assets Under Management
$20.5M
Number of Clients
86
Number of Advisors
2
Average Client AUM
$238K
AUM per Advisor
$10.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beall Financial Planning, Inc. offers fee-only financial planning and investment advice. They provide services including investment consulting, retirement planning, estate planning, and tax and cash flow management. They operate under a Fiduciary Oath and do not receive commissions. They offer three programs: Financial Planning Services (hourly), Life Planning & Wealth Advisory Service (AUM-based), and Turnkey Asset Management Program (TAMP) Services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.50% |
596 Byars Dr., Macon, GA, 31210