Allison Beckham
Beckham Financial · Miami, Florida
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.
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Specialties
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 |
| Assets under management | $6.9M across 27 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5840236 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.beckhamfinancial.com |
How Allison's firm compares
- A one-time plan starts at $2,500, in line with the Florida median of $2,500 for fee-only firms that publish prices.
- Beckham Financial's average account is about $256,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Allison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Beckham Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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