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 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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% |
| $3.0M - $6.0M | 0.25% |
| $6M+ | Included |
For assets over $6,000,001, a fixed annual fee of $30,000 is charged. Fees are negotiable.
Fee Estimator
Location
23131 N. Lake Pleasant Parkway, Suite 116, Peoria, AZ, 85383
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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.