# BEALL FINANCIAL PLANNING, INC.

BEALL FINANCIAL PLANNING, INC. of MACON, GA is an SEC-registered investment adviser.

## Registration

- CRD: 125697
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125697/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125697/similar
- Related entities: https://search.stillhousedata.com/firm/125697/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125697

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.