# Allison Beckham

> Allison Beckham is a fee-only financial advisor at Beckham Financial in Miami, Florida, who holds the CFP credential. Allison charges a percentage of assets and a flat fee or retainer (one-time plans from $2,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/allison-beckham/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Beckham Financial
- **Based in:** Miami, Florida
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $2,500; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.9M across 27 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 5840236 (https://adviserinfo.sec.gov/individual/summary/5840236)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.beckhamfinancial.com/

## Frequently asked questions

### Is Allison Beckham a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Beckham Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Allison charge for financial advice?

Allison charges a percentage of assets and a flat fee or retainer.

### How much does Allison charge?

According to Beckham Financial's website, checked October 30, 2026: one-time plans from $2,500; 1% a year on the first tier of assets managed.

### Where is Allison Beckham based?

Allison Beckham is based in Miami, Florida.

### What does Allison specialize in?

Allison's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Allison Beckham hold?

Allison Beckham holds the CFP credential.

### Is Allison Beckham registered with the SEC?

Yes. Allison Beckham is registered as an investment adviser representative in FL (CRD 5840236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beckham Financial manage?

Beckham Financial reports $6.9M across 27 accounts in assets under management.

### How do I contact Allison Beckham?

Through Allison's website, www.beckhamfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5840236): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.beckhamfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.