# Beall Financial Planning, Inc.

> Beall Financial Planning, Inc. is a state-registered investment advisory firm in Macon, GA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 125697
- Filed as: BEALL FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Macon, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125697
- AdvisorCensus page: https://advisorcensus.com/firm/beall-financial-planning-inc-macon-ga-125697

## Quick answers

**How is Beall Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Beall Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Beall Financial Planning, Inc. located?**
Beall Financial Planning, Inc.'s principal office is in Macon, GA, according to its Form ADV.

**Is Beall Financial Planning, Inc. registered with the SEC or a state?**
Beall Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 125697.

**How much does Beall Financial Planning, Inc. manage?**
Beall Financial Planning, Inc. reports $23,039,421 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (34% discretionary).

**What types of clients does Beall Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (2); charitable organizations (1).

**Does Beall Financial Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125697

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $23,039,421
- Discretionary: $7,772,252
- Non-discretionary: $15,267,169

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $18,224,444 |
| High net worth individuals | 2 | $4,398,262 |
| Charitable organizations | 1 | $416,715 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beallfp.com
- Facebook @BEALLFINANCIALPLANNING

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beall Financial Planning, Inc. (CRD 125697): Form ADV filing data as of October 2026.