Beall Financial Planning provides financial advice on investments, budgeting, retirement, and estate planning. Beall Financial Planning operates as a fee-only organization and does not receive commissions. The firm focuses on conservative investment portfolios with the goal of securing and growing capital over time. Clients can choose their own broker-dealer, or Beall Financial Planning will recommend one based on costs, skills, and compatibility.
Assets Under Management$20M
Clients86
Advisors2
Avg. per Client$240K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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