Advisor at Beyond Financial Planning, LLC
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Firm
Beyond Financial Planning, LLC
Location
Bethesda, MD 20814
Credentials
Series 63, Series 66
Industry experience
15 years
Michael Bready is a financial advisor with Beyond Financial Planning, LLC in Bethesda, MD. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior work includes roles at NYLife Securities, Eagle Strategies LLC, SB Advisory, LLC, and IFS Securities. Beyond Financial Planning, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, including portfolio management, written financial plans, and support for implementation. The firm manages primarily non-discretionary assets, conducts quarterly account reviews, and provides no-charge retirement workshops focused on federal workplace benefits.
Based on Beyond Financial Planning, LLC
Based on Beyond Financial Planning, LLC
Financial planning fixed fees from $6,000 to $12,000 depending on complexity
1.50% annually flat fee on all assets
Fee-only: Fixed annual fee for financial planning ranging from $6,000 to $12,000
7910 Woodmont Ave Suite 310
Bethesda, MD 20814
Maryland · Texas · Virginia
Farther
2025 - 2026 (1 year)
Beyond Financial Planning, LLC
2019 - Present (7 years)
SB Advisory, LLC
2016 - 2019 (3 years)
IFS Securities
2016 - 2019 (3 years)
Eagle Strategies (NY Life)
2015 - 2016 (1 year)
NYLife Securities
2011 - 2016 (5 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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SHB Advisors
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