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Beyond Financial Planning, LLC

Headquartered in BETHESDA, MD

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Firm Information

Beyond Financial Planning, LLC is an investment advisor registered with the SEC and located in Georgia. The firm provides financial planning and portfolio management services to individuals. They have approximately $22,084,096 in regulatory assets under management, with 129 clients. The firm offers educational seminars and is active on social media.

Beyond Financial Planning, LLC

$22.08M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BEYOND FINANCIAL PLANNING, LLC has a total of 1 branch locations across the country.
location

BETHESDA, MD

Advisors at Beyond Financial Planning, LLC

View All 1 Advisors
Unclaimed
Michael Franklin Bready

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Beyond Financial Planning, LLC.

Frequently Asked Questions (4)

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