Beall Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,039,421
Total clients
85
2% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$271,052
About
Beall Financial Planning serves individual and high‑net‑worth clients (including trusts) and provides ongoing portfolio management, comprehensive financial planning, and life‑planning/wealth advisory services. The firm operates as a fee‑only fiduciary and also offers hourly financial planning and access to third‑party turnkey asset management programs (TAMPs).
The firm’s investment approach emphasizes conservative, long‑term strategic asset allocation with a focus on capital preservation, use of low‑cost mutual funds and fixed‑income holdings, and periodic rebalancing tied to client goals and tax considerations. While advisory clients receive individualized plans and regular reviews, life‑planning clients may grant discretionary trading authority; nevertheless, a majority of advised assets are managed on a non‑discretionary basis.
Noteworthy differences from many peers include the firm’s publication of a complimentary quarterly newsletter and its historically large proportion of non‑discretionary assets under advisement, both of which are uncommon among similar firms. The firm also dates back to the 1960s, operates with a small advisory team supporting roughly $20 million in assets, and acts as a solicitor for selected third‑party TAMP providers.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.00% per annum $1,500,001 - $2,000,000: 0.75% per annum $2,000,001+: 0.50% per annum
Financial Planning Services charged at $175 per hour (negotiable).
Account minimum: $200,000 minimum for Life Planning Wealth Advisory Service; no minimum for Financial Planning Services; $25,000 to $50,000 typical minimum for TAMP accounts (set by TAMP sponsors) Fee-only: Fee-only organization; no commissions or 12b-1 fees accepted.
Main office location
Beall Financial Planning, Inc.
596 Byars Dr.
Macon GA 31210, United States
Number of offices
1
Most active in
Florida · Georgia
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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