Advisor at Aprio Wealth Management, LLC
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
Aprio Wealth Management, LLC
Location
Atlanta, GA 30319
Credentials
Series 65
Industry experience
2 years
Mary Beford is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding a Series 65 credential with two years of industry experience. She previously worked at CliftonLarsonAllen LLP for five years and is also employed by Aprio Advisory Group as a CPA. Aprio Wealth Management serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering customized portfolio management and financial planning services. The firm employs a multi-advisor approach and provides access to private investment opportunities while maintaining an integrated service model through affiliations with related firms.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
2002 Summit Boulevard, Suite 120
Atlanta, GA 30319
Georgia · Texas
Aprio Wealth Management, LLC
2023 - Present (3 years)
Aprio Advisory Group
2019 - Present (7 years)
CliftonLarsonAllen LLP
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Financial Staples
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