Beall Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,622,706
Clients
85
Advisors
2
of 2 employees
About
Beall Financial Planning, Inc. provides fee‑only financial planning and investment advice to individual clients and families, including high‑net‑worth households. The firm offers hourly financial planning, a life‑planning and wealth advisory service, and access to third‑party turnkey asset management (TAMP) programs.
The firm’s investment approach emphasizes conservative, long‑term, strategic asset allocation aimed at capital preservation and steady growth, implemented primarily through low‑cost mutual funds, ETFs, fixed‑income securities and institutional vehicles. Portfolios are constructed from client‑specific strategic allocations grounded in modern portfolio principles and are monitored and rebalanced periodically; implementation is provided either as discretionary management or as non‑discretionary advice according to client preference.
Distinctive features include a long operating history as a small, owner‑managed firm (two advisors with about $23 million in assets under advisement) and the publication of a complimentary quarterly newsletter and other client periodicals. Unlike many peers, a substantial portion of the firm’s AUM is managed on a non‑discretionary basis, and the firm also acts as a solicitor for selected third‑party asset managers while coordinating planning with clients’ other professional advisors.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.00% per annum $1,500,000 - $2,000,000: 0.75% per annum $2,000,000+: 0.50% per annum
$200.00 per hour (negotiable)
Account minimum: $200,000 Fee-only: Fee-only organization, no commissions or 12b-1 fees accepted.
Main office
596 Byars Dr.
Macon GA 31210
Advisors at this office
2
Most active in
Florida · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
Advisors at this firm
James B
Series 65
Macon, GA
Beall Financial Planning, Inc.
James Beall is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Beall Financial Planning, Inc. in Macon, GA since 1987. Beall Financial Planning serves individual and high-net-worth clients, including trusts, offering portfolio management, comprehensive financial planning, and life-planning advisory services. The firm operates as a fee-only fiduciary, emphasizing conservative, long-term asset allocation with a focus on capital preservation and low-cost investments.
Colleen G
CFP®, Series 65
Macon, GA
Beall Financial Planning, Inc.
Colleen Giffin is a CFP® with 22 years of industry experience, currently serving at Beall Financial Planning, Inc. in Macon, GA. She has worked at Beall Financial Planning since 2011 and has held roles at Belpointe Asset Management and Zeiders Enterprise. Giffin is a board member of the Knoxville Chapter of the Accounting & Financial Women's Alliance and provides bookkeeping consultation through N A Jones & Associates. Beall Financial Planning serves individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and life-planning services as a fee-only fiduciary. The firm emphasizes conservative, long-term asset allocation focused on capital preservation and uses low-cost mutual funds and fixed-income holdings.
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