BEYOND FINANCIAL PLANNING, LLC

BEYOND FINANCIAL PLANNING, LLC of BETHESDA, MD is an SEC-registered investment adviser (CRD 306240). Regulatory assets under management: $49.7M.

Registration

• CRD: 306240
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306240 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search