Advisor at Beall Financial Planning, Inc.
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Firm
Beall Financial Planning, Inc.
Location
Macon, GA 31210
Credentials
Series 65
Industry experience
22 years
James Beall is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Beall Financial Planning, Inc. in Macon, GA since 1987. Beall Financial Planning serves individual and high-net-worth clients, including trusts, offering portfolio management, comprehensive financial planning, and life-planning advisory services. The firm operates as a fee-only fiduciary, emphasizing conservative, long-term asset allocation with a focus on capital preservation and low-cost investments.
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
Beall Financial Planning, Inc.
1987 - Present (39 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
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