Beyond Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beyond Wealth Advisory LLC serves individuals (including high-net-worth clients), trusts, retirement plans and business entities with discretionary asset management, comprehensive portfolio management and standalone financial planning and consulting. Its planning work encompasses traditional topics—retirement, estate and education planning—as well as corporate and tax-related matters.
The firm builds customized portfolios that may include individual stocks, bonds, ETFs, options, REITs and private securities and describes continuous monitoring with periodic rebalancing. Its stated analytical toolkit is broad—fundamental, technical, quantitative, sector and cyclical analysis—and it applies duration constraints to fixed-income exposure; the brochure also discloses use of margin and option strategies and that advisory fees are billed on margined positions.
Founded recently, the firm is owned by three principals and manages roughly $75 million for about 85 clients from a two-advisor team across two offices, with a $500,000 account minimum for portfolio services. It offers an atypically wide set of planning and business-oriented services for a small firm—such as corporate-structure advice, cost segregation and real estate analysis—and its representatives are licensed to sell insurance, a source of potential additional recommendations disclosed in the brochure.
Client services
Expertise
Fee options
Flat fees not to exceed $10,000 for financial planning and consulting
Maximum 2.00% annually
Up to $600 per hour, negotiable based on scope and complexity
Account minimum: $500,000 Fee-only: Hourly fee up to $600; flat fees up to $10,000
Main office
419 Grand Avenue
South San Francisco CA 94080
Advisors at this office
2
Most active in
California
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
Advisors at this firm
Randy T
Series 63, Series 65
South San Francisco, CA
Beyond Wealth Advisory LLC
Randy Tam is a financial advisor at Beyond Wealth Advisory LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Ameriprise Financial Services, Inc. for 14 years. Outside of advisory roles, he co-owns a tax preparation business with his spouse and serves as an independent insurance agent in South San Francisco. Beyond Wealth Advisory serves individual and high-net-worth clients as well as trusts, pension, and corporate clients. The firm provides discretionary asset management and comprehensive portfolio management alongside standalone financial planning and consulting, employing a range of analytical methods and asset-allocation strategies tailored to client objectives.
Isabella T
Series 65
South San Francisco, CA
Beyond Wealth Advisory LLC
Isabella Tam is a Series 65-licensed advisor at Beyond Wealth Advisory LLC with two years of industry experience. She has worked at firms including IEQ Capital, LLC and Fisher Investments. Outside of her advisory role, she is employed in tax preparation at C&R Tam Tax Services. Beyond Wealth Advisory serves individual, high-net-worth, trust, pension, and corporate clients with discretionary asset management and comprehensive financial planning. The firm employs a range of analytical methods and asset allocation strategies tailored to client objectives, managing approximately $73 million for about 87 clients.
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