Beta Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beta Financial Advisors, LLC provides investment management and ongoing financial planning to individuals and high‑net‑worth clients. The firm operates on a fee‑only basis and offers portfolio management for individual investors alongside an ongoing planner relationship that can be engaged separately or delivered together with investment management under a recurring fixed‑fee arrangement.
The firm’s investment process is grounded in asset allocation and Modern Portfolio Theory, typically implemented with index mutual funds and ETFs through a primarily passive approach, and accounts are reviewed quarterly. Beta Financial Advisors acts with discretionary authority for managed accounts, permits reasonable client‑imposed restrictions in writing, and directs custody and execution to a single recommended custodian while executing trades on an individual‑account basis rather than by aggregated block trades.
What is distinctive for a firm with no active SEC‑registered advisors and no assets under management is the combination of ongoing financial planning offered as a recurring fixed fee and active portfolio management for individual clients, a mix that is uncommon in this category. The firm is fee‑only, does not accept commissions or performance‑based fees, does not act as a private fund adviser, and states adherence to a CFP Board‑aligned code of ethics and fiduciary standard.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $150,000 (may be waived or reduced on a case-by-case basis) Fee-only: Financial Planning fees range from $150 to $400 per month, paid monthly in arrears, fee is recurring and fixed, negotiable based on complexity and client needs.
Main office
12 E Twohig Ave
San Angelo TX 76903
Advisors at this office
1
Most active in
Texas
Also doing business as
Beta Financial Advisors · Beta Financial Advisors LLC · Beta Financial Planning · Beta Financial Planning LLC
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
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