Beyond Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beyond Financial Planning serves individuals and high-net-worth clients and provides ongoing investment advisory services, written financial planning, and consulting. The firm also works with defined-contribution plan participant accounts held away from its custodial relationships and offers workshops on federal workplace retirement benefits.
The firm builds client strategies around stated goals, time horizon and risk tolerance and employs a mix of analysis methods (including fundamental, quantitative, and modern portfolio theory) to construct and monitor portfolios. Accounts are reviewed at least quarterly and new client relationships are generally established on a discretionary basis, although a substantial portion of existing client assets remain managed on a non-discretionary basis.
Distinctive features include a current asset mix weighted toward non-discretionary management, the use of a third‑party “held‑away” platform to review and rebalance participant retirement accounts without taking custody, and the provision of written financial plans at no charge together with no‑cost retirement workshops for federal employees — services that are less common among comparable independent, solo-advisor firms.
Client services
Expertise
Fee options
$6,000 to $12,000 fixed annual fee for financial planning implementation
1.50% annually
Main office
7910 Woodmont Ave Suite 310
Bethesda MD 20814
Advisors at this office
1
Most active in
Maryland · Texas · Virginia
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.
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