# BEYOND FINANCIAL PLANNING, LLC

BEYOND FINANCIAL PLANNING, LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 306240
- Type: SEC-registered investment adviser
- Location: 7910 WOODMONT AVE SUITE 310, BETHESDA, MD, 20814
- Phone: 240) 760-1100
- Latest filing: 2026-01-30
- Regulatory AUM: $49.7M
- Discretionary AUM: $9.8M
- Non-discretionary AUM: $39.9M
- Clients: 1
- Accounts: 193

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306240/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306240/similar
- Related entities: https://search.stillhousedata.com/firm/306240/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306240

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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.