Advisor at Beall Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Beall Financial Planning, Inc.
Location
Macon, GA 31210
Credentials
CFP®, Series 65
Industry experience
23 years
Colleen Giffin is a CFP® with 22 years of industry experience, currently serving at Beall Financial Planning, Inc. in Macon, GA. She has worked at Beall Financial Planning since 2011 and has held roles at Belpointe Asset Management and Zeiders Enterprise. Giffin is a board member of the Knoxville Chapter of the Accounting & Financial Women's Alliance and provides bookkeeping consultation through N A Jones & Associates. Beall Financial Planning serves individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and life-planning services as a fee-only fiduciary. The firm emphasizes conservative, long-term asset allocation focused on capital preservation and uses low-cost mutual funds and fixed-income holdings.
Based on Beall Financial Planning, Inc.
Based on Beall Financial Planning, Inc.
$0 - $1,500,000: 1.00% per annum $1,500,001 - $2,000,000: 0.75% per annum $2,000,001+: 0.50% per annum
Financial Planning Services charged at $175 per hour (negotiable).
Account minimum: $200,000 minimum for Life Planning Wealth Advisory Service; no minimum for Financial Planning Services; $25,000 to $50,000 typical minimum for TAMP accounts (set by TAMP sponsors) Fee-only: Fee-only organization; no commissions or 12b-1 fees accepted.
596 Byars Dr.
Macon, GA 31210
Florida · Georgia
Belpointe Asset Management, LLC
2016 - Present (10 years)
Zeiders Enterprise, Inc.
2013 - 2017 (4 years)
Beall Financial Planning, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Macon, GA
Bickley Investments, LLC
Series 65
Macon, GA
Wilson Wealth Stewardship
Series 63, Series 65
Macon, GA
CFS Wealth Management
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Series 65
Macon, GA
J. L. Perkins Wealth Management, LLC
Series 65
Macon, GA
Beall Financial Planning, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")