BEALL FINANCIAL PLANNING, INC.

BEALL FINANCIAL PLANNING, INC. of MACON, GA is an SEC-registered investment adviser (CRD 125697). Regulatory assets under management: $23.0M.

Registration

• CRD: 125697
• Type: Registered investment adviser
• Location: 596 BYARS DR., MACON, GA, 31210
• Phone: 478-743-9023
• Latest filing: 2026-03-31
• Regulatory AUM: $23.0M
• Discretionary AUM: $7.8M
• Non-discretionary AUM: $15.3M
• Clients: 2
• Accounts: 198

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125697 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search