Beall Financial Planning, INC.
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
About This Firm
Beall Financial Planning, Inc. offers fee-only financial planning and wealth management services. They provide advice on investments, budgeting, retirement planning, and estate planning. They offer three programs: Financial Planning Services (hourly), Life Planning & Wealth Advisory Service (AUM-based), and Turnkey Asset Management Program (TAMP) Services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Beall Financial Planning offers financial planning services at an hourly rate of $175, which is negotiable. They also offer Life Planning & Wealth Advisory and TAMP services, both of which charge an annual fee based on the value of your assets. The annual AUM fee is 1.00% on the first $1,500,000, 0.75% on the next $500,000, and 0.50% on assets above $2,000,000. Fees may be deducted from client accounts or paid directly by check. Clients also pay brokerage commissions and other custodial fees.
Areas of Practice
Location
596 Byars Dr., Macon, GA, 31210