# Bailee Beauchamp

> Bailee Beauchamp is a fee-only financial advisor at Real Wealth Planning in Austin, Texas. Real Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bailee-beauchamp/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Real Wealth Planning
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $37.2M across 337 accounts
- **CRD:** 6728793 (https://adviserinfo.sec.gov/individual/summary/6728793)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://realwealthplanning.com

## Frequently asked questions

### Is Bailee Beauchamp a fee-only financial advisor?

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

### How does Bailee charge for financial advice?

Bailee's firm, Real Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bailee Beauchamp based?

Bailee Beauchamp is based in Austin, Texas.

### Is Bailee Beauchamp registered with the SEC?

Yes. Bailee Beauchamp is registered as an investment adviser representative in TX (CRD 6728793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Real Wealth Planning manage?

Real Wealth Planning reports $37.2M across 337 accounts in assets under management.

### How do I contact Bailee Beauchamp?

Through Bailee's website, realwealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6728793): 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

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