Beekman Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,461,655
Clients
14
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$604,404
About
Beekman Financial Planning LLC is an independent, single-advisor registered investment adviser that serves individuals and small-business clients, including pension and profit-sharing plans, with financial planning, investment consultation, and investment supervisory services. Its planning services cover cash flow and debt management, retirement and education funding, tax and estate planning, and periodic investment advice tailored to client circumstances.
The firm combines fundamental and cyclical analysis and uses a mix of approaches — including active management, core-and-satellite, and modern portfolio theory — to construct diversified portfolios and, where appropriate, investment policy statements. Although it can accept discretionary mandates, the firm reports that the majority of its assets under management are handled on a non-discretionary basis, so clients typically retain prior approval for transactions; accounts are monitored and reviewed on a regular basis.
Distinctive features include a small, concentrated client roster with roughly $8.5 million in assets under management and a practice emphasis on non-discretionary arrangements, along with the offering of periodic educational workshops for the public. The firm is run by a solo CFP‑credentialed adviser who also maintains insurance licensure (a disclosed potential source of additional compensation), and it generally asks advisory clients to custody assets with specified institutional custodians and participates in those custodians’ adviser service programs.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Investment consultation services
Expertise
Cash flow / budgeting
Debt management
Fee options
Financial planning and investment consultation services fixed fees generally range from $250 to $10,000; educational workshops $200 per session
$25,000 - $250,000: 1.00% annually (mutual funds, bonds, preferred stocks) $250,000 - $1,000,000: 0.75% annually (mutual funds, bonds, preferred stocks) $1,000,001+: 0.50% annually (mutual funds, bonds, preferred stocks) $50,000 - $250,000: 2.00% annually (common stocks and options) $250,000 - $1,000,000: 1.50% annually (common stocks and options) $1,000,001+: 1.00% annually (common stocks and options)
$250 per hour; discounted to $150 per hour for clients with assets managed over $1,000,000
Account minimum: $25,000 (for mutual fund portfolios), $50,000 (for individual securities portfolios) Fee-only: Financial planning and investment consultation services offered hourly at $250 per hour (reduced to $150 per hour for clients with assets over $1,000,000 managed by the firm)
Main office location
Beekman Financial Planning LLC
353 East 54 Th Street, Ste. 3 W
New York NY 10022, United States
Number of offices
2
Most active in
Beekman Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
New York
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:
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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
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