James Beall is a registered investment advisor at Beall Financial Planning, INC., based in Macon, GA, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $20M 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 $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
596 Byars Dr., Macon, GA, 31210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beall Financial Planning, INC.
Previous Registrations
Beall Financial Planning, INC.
State Registrations2 states
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