Advisor at Beam Wealth Advisors, 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
Beam Wealth Advisors, Inc.
Location
Tullahoma, TN 37388
Credentials
CFP®, PFS™, Series 65
Industry experience
3 years
Fixed financial planning and consulting fees generally range from $600 to $15,000.
$0+: Less than 1% to 3% annually based on portfolio size and services (varies, not tiered explicitly) $0+: Non-discretionary management fees less than 1% annually, plus $50 annual administrative fee (billed $12.50 per quarter) if billed through Orion platform. $5,000+: LightBEAM$ digital service fee: 0.15% (15 bps) annually, billed quarterly in advance. N/A+: ERISA/Plan Sponsor consulting fees range from 0.05% to 0.50%, or flat fee negotiated.
Securities brokerage and insurance commissions earned by supervised persons separately; not charged by firm directly.
Hourly financial planning and consulting fees range from $100 to $400 per hour.
Account minimum: $75,000 per account (can be aggregated) Minimum fee: Minimum Platform Service Fee (MPSF) of $50 annually per advisory account billed through Orion platform; may be waived if household aggregate meets minimum. Fee-only: Financial planning and consulting fees: $600 to $15,000 fixed fee; hourly fees $100 to $400 per hour.
Ray & Gregory PC
2020 - Present (6 years)
Cracker Barrel Old Country Store
2019 - 2020 (1 year)
Department of Defense
2018 - 2019 (1 year)
Ray & Gregory PC
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Tullahoma, TN
Edward Jones
Series 63, Series 66
Manchester, TN
Edward Jones
Series 66
Tullahoma, TN
Edward Jones
CFP®, Series 66
Tullahoma, TN
Edward Jones
ChFC®, Series 66
Shelbyville, TN
Edward Jones
Series 63
Tullahoma, TN
Financial Management Advisors, Inc.
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