# Bryan Beamer

> Bryan Beamer is a fee-only financial advisor at iPlan in Winter Haven, Florida. Bryan focuses on tax planning. iPlan reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** iPlan
- **Based in:** Winter Haven, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $30.9M across 133 accounts
- **Specialties:** Tax planning
- **CRD:** 4756995 (https://adviserinfo.sec.gov/individual/summary/4756995)
- **SEC registration:** Investment adviser representative in FL, MD
- **Exams passed:** Series 63 (2009), Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://iplan4wealth.com/

## Frequently asked questions

### Is Bryan Beamer a fee-only financial advisor?

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

### How does Bryan charge for financial advice?

Bryan's firm, iPlan, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Bryan Beamer based?

Bryan Beamer is based in Winter Haven, Florida.

### What does Bryan specialize in?

Bryan's specialties include tax planning.

### Is Bryan Beamer registered with the SEC?

Yes. Bryan Beamer is registered as an investment adviser representative in FL and MD (CRD 4756995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does iPlan manage?

iPlan reports $30.9M across 133 accounts in assets under management.

### How do I contact Bryan Beamer?

Through Bryan's website, iplan4wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4756995): 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.iplan4wealth.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.