JB
JB

James Gentry Beall

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
86 clients
Average Client Portfolio
$238K average
Assets Under Management
$20.5M

Fee Structure

Minimum Investment:$200K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.0M0.75%
$2M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

596 Byars Dr., Macon, GA, 31210

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Beall Financial Planning, INC.
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Beall Financial Planning, INC.
April 2003 - December 2023 · 20 yrs 8 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.