Joel Beyer
Advisor at 21:5 Advisors, LLC
Updated today
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
21:5 Advisors, LLC
Location
Peoria, AZ 85382
Credentials
Series 63, Series 65
Industry experience
25 years
About
Joel Beyer is a financial advisor with 25 years of industry experience and holds Series 63 and Series 65 designations. He is currently with 21:5 Advisors, LLC, where he has worked since 2024. His prior experience includes roles at RFG Advisory, Heritage Wealth Management, 215 Advisors, and Tres Wealth Management, as well as extensive self-employment since 1989. 21:5 Advisors is a fee-only firm providing discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes asset-allocation-based portfolio construction and begins client relationships with a proprietary Financial Road Map® to address a wide range of planning topics through both ongoing and project-based engagements.
Expertise
Based on 21:5 Advisors, LLC
Annuities
General estate planning guidance
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
Fee options
Fixed fees up to $7,500 initial for Financial Planning; up to $20,000 for Project-Based Financial Planning; up to $3,000 for Estate Planning
$0 - $250,000: 1.75% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $6,000,000: 0.25% $6,000,001+: $30,000 fixed annual fee
$500 per hour for Project-Based Financial Planning, Estate Planning, and other services
Ongoing Financial Planning fees up to $30,000 per year, paid quarterly in advance based on hourly rate
Account minimum: $1,000,000 Fee-only: Investment Management fees based on tiered AUM schedule; Financial Planning fees fixed or hourly; Estate Planning fixed or hourly fees; Fee-based annuities tiered AUM fees
Location
16165 North 83 Rd Avenue, Suite 200
Peoria, AZ 85382
Most active in
Joel B has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Louisiana · Texas
Work history
21:5 Advisors, LLC
2024 - Present (2 years)
RFG ADVISORY, LLC dba 21:5 ADVISORS WEALTH MANAGEMENT
2022 - 2025 (3 years)
Heritage Wealth Management, LLC
2020 - 2022 (2 years)
215 Advisors, LLC
2016 - 2021 (5 years)
Tres Wealth Management, LLC
2013 - 2016 (3 years)
SELF EMPLOYED
1989 - Present (37 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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