BEALL FINANCIAL PLANNING, INC.

Overview

Beall Financial Planning, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional and small-business clients, delivering financial planning, portfolio management, pension consulting and periodic publications. Its fee model mixes percentage-of-AUM billing with hourly charges, and it operates a blend of discretionary and non‑discretionary relationships across its client base. Investment activity is skewed toward publicly traded equities—exchange‑listed stocks and exchange‑traded funds make up the largest single asset class under management—but the firm supplements that exposure with mutual funds and a range of third‑party alternative managers. Beall Financial does not act as a capital allocator; instead it allocates client capital to third‑party managers and funds when employing alternatives. The firm does not position itself as an active ESG investor and is not registered as a multi‑state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices