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Beall Financial Planning, Inc.

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Client assets under management

$22,622,706

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Clients

85

2% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

43

Typical

Average account size

$266,149

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

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

General retirement planning Income planning Tax-loss harvesting Passive / index investing

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Fee options

Percentage

$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

Project-based

$200.00 per hour (negotiable)

Other

Account minimum: $200,000 Fee-only: Fee-only organization, no commissions or 12b-1 fees accepted.

Main office location

Beall Financial Planning, Inc.

596 Byars Dr.

Macon GA 31210, United States

Number of offices

1

Most active in

More info

Florida · Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 478-743-9023

Advisors at this firm

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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.

General retirement planning Income planning Tax-loss harvesting Passive / index investing
user avatar

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.

General retirement planning Income planning Tax-loss harvesting Passive / index investing
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