Benjamin Beck
Beck Bode · Dedham, Massachusetts
Benjamin Beck is a fee-only financial advisor at Beck Bode in Dedham, Massachusetts, who holds the CFP credential. Benjamin focuses on retirement planning, estate & legacy planning and family wealth transfer. Beck Bode reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Beck Bode |
|---|---|
| Based in | Dedham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $666.4M across 2,511 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 4910104 |
| Exams passed | Series 66 (2005) |
| Firm size | 16 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.beckbode.com |
| Profile |
How Benjamin's firm compares
- Beck Bode's average account is about $265,000, from its Form ADV (assets managed divided by 2,511 accounts).
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Questions about Benjamin
Is Benjamin Beck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Beck Bode reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Beck Bode, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Beck based?
Benjamin Beck is based in Dedham, Massachusetts.
What does Benjamin specialize in?
Benjamin's specialties include retirement planning, estate & legacy planning and family wealth transfer.
What credentials does Benjamin Beck hold?
Benjamin Beck holds the CFP credential.
Is Benjamin Beck registered with the SEC?
Yes. Benjamin Beck is registered as an investment adviser representative in MA and TX (CRD 4910104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Beck Bode manage?
Beck Bode reports $666.4M across 2,511 accounts in assets under management.
How do I contact Benjamin Beck?
Through Benjamin's website, www.beckbode.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
- Beck Bode 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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