Beckett Collective
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,489,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
21
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,642,333
About
Beckett Collective serves individuals, high-net-worth clients, business owners, retirement plan sponsors, family offices, and charitable endowments, offering comprehensive financial planning, discretionary investment management, retirement plan management, and business-advisory services. The firm operates as a fee-only registered investment adviser and manages approximately $38.5 million across a small roster of client relationships.
The firm’s investment process emphasizes portfolio construction and asset allocation grounded in Modern and Post‑Modern Portfolio Theory, implemented through a core of low-cost ETFs and index funds, occasional individual securities and bonds held to maturity, and selective use of private market and alternative exposures. Beckett documents client objectives in an Investment Policy Statement, applies tax-aware asset location and disciplined rebalancing, and will engage outside managers when appropriate under discretionary authority.
Notable distinctions include a disclosed affiliation with another registered adviser, 6|21 Private Wealth, and related conflict-of-interest disclosures and controls, an uncommon arrangement among peers in this category. The firm is a small two-advisor boutique that discloses principals’ outside business activities — including an operational role tied to a bitcoin software company and crypto-related training — and offers a mix of net worth, family-office, and ERISA plan-facing services that differs from many similarly sized advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Tax-loss harvesting
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
In certain cases, may negotiate flat fees or lower rates; project-based financial plans offered for separate fee
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: 0.40%
Account minimum: $750,000 Fee-only: Fee-only firm, no commissions or third-party compensation
Most active in
Beckett Collective has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")