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BEYOND FINANCIAL PLANNING, LLC
CRD 306240
7910 WOODMONT AVE SUITE 310, BETHESDA, MD, 20814, United States
Phone
240) 760-1100
Fax
(240) 597-3005
Registration
— (—)
Source
State registered
Total AUM
$49.7M
Discretionary AUM
$9.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $11.4M |
| High net worth individuals | 18 | $38.3M |
All web addresses on file
Official SEC filing: View on IAPD