Beyond Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,730,264
Total clients
48
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
48
Average account size
$1,036,047
About
Beyond Financial Planning, LLC provides 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 also manages held‑away retirement plan accounts through a third‑party platform and offers no‑charge retirement workshops focused on federal workplace benefits and the retirement process.
The firm combines fundamental, quantitative, technical and Modern Portfolio Theory approaches to tailor asset allocation and investment strategies and conducts account reviews at least quarterly. Although new client relationships are intended to be discretionary, a substantial portion of the firm’s existing assets remains managed on a non‑discretionary (legacy) basis, and held‑away accounts are reviewed and rebalanced via the platform connection.
Noteworthy features include the firm’s primarily non‑discretionary asset base, which is atypical among independent advisers, alongside its provision of free, targeted retirement seminars for federal employees in the Washington, D.C. area. The firm also uses a third‑party held‑away platform (for which it pays a platform fee not passed to clients) and provides written financial plans at no charge with separate, optional implementation services.
Client services
Expertise
Fee options
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
Main office location
Beyond Financial Planning, LLC
7910 Woodmont Ave Suite 310
Bethesda MD 20814, United States
Number of offices
1
Most active in
Maryland · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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