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BEALL FINANCIAL PLANNING, INC.
CRD 125697
596 BYARS DR., MACON, GA, 31210, United States
Phone
478-743-9023
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.0M
Discretionary AUM
$7.8M
Team
2 total employees; 2 advisory reps; 86 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $18.2M |
| High net worth individuals | 2 | $4.4M |
| Charitable organizations | 1 | $417K |
All web addresses on file
Official SEC filing: View on IAPD