# Beck Bode LLC

> Beck Bode LLC is an SEC-registered investment advisory firm in Dedham, MA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 282611
- Filed as: BECK BODE LLC
- Also doing business as: BECK BODE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dedham, MA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282611
- AdvisorCensus page: https://advisorcensus.com/firm/beck-bode-llc-dedham-ma-282611

## Quick answers

**How is Beck Bode LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beck Bode LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Beck Bode LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 3% of assets a year (the maximum the brochure states); Flat fee: $500 to $12,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Beck Bode LLC located?**
Beck Bode LLC's principal office is in Dedham, MA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Beck Bode LLC registered with the SEC or a state?**
Beck Bode LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282611.

**How much does Beck Bode LLC manage?**
Beck Bode LLC reports $666,352,130 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**How have Beck Bode LLC's assets and staff changed since 2021?**
In the Form ADV data for Beck Bode LLC: Regulatory assets under management: $342,218,634 in the October 2021 data and $666,352,130 in the October 2026 data, up 95%. Total employees: 29 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beck Bode LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (794); high net worth individuals (174); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Beck Bode LLC use?**
Beck Bode LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Beck Bode LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282611

**Does Beck Bode LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is no account minimum for any of Beck Bode’s services."

**What changed in Beck Bode LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in IN, NV, TN, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 3% of assets a year (the maximum the brochure states)

> Our Advisory fee is based on a percentage of the assets under management, including cash and money market positions, and is assessed quarterly, in advance, as negotiated between the client and our representative at an annual rate not to exceed 3%.

- Account minimum: None

> There is no account minimum for any of Beck Bode’s services.

- Flat fee: $500 to $12,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is from $500 to $12,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $666,352,130
- Discretionary: $666,352,130
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 794 | $234,958,321 |
| High net worth individuals | 174 | $419,642,707 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $8,571,556 |
| Charitable organizations | Fewer than 5 | $3,179,546 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 16 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, HI, IL, IN, MA, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Portsmouth, NH
- Traverse City, MI

### Websites listed on Form ADV (Item 1.I)
- beckbode.com
- forgingelitefinance.com
- intentionaladvice.com
- Facebook @BeckBodeWM
- Facebook @forgingelitefinance
- Instagram @beckbode
- Instagram @forgingelitefinance
- LinkedIn @beck-bode-wealth-management
- LinkedIn @benjamin-beck-cfp®-ba93709
- LinkedIn @jimbode
- TikTok @forgingelitefinance

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $342,218,634 | 29 | March 30, 2021 |
| October 2022 | $433,780,344 | 24 | March 31, 2022 |
| October 2023 | $489,836,573 | 40 | April 28, 2023 |
| October 2024 | $556,359,779 | 17 | March 28, 2024 |
| October 2025 | $615,926,726 | 13 | April 16, 2025 |
| October 2026 | $666,352,130 | 16 | September 25, 2026 |

Regulatory assets under management: $342,218,634 in the October 2021 data and $666,352,130 in the October 2026 data, up 95%.
Total employees: 29 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in IN, NV, TN, WA.

### April 2026
- Employees performing advisory functions went from 11 to 16.
- Changed its office addresses in Portsmouth, NH.
- No longer lists an office in Salem, NH.
- Registered or notice-filed in VA.

### January 2026
- No longer registered or notice-filed in AZ, MD, OR, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beck Bode LLC (CRD 282611): Form ADV filing data as of October 2026.