Bryan Beamer
iPlan · Winter Haven, Florida
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.
Request an introduction to Bryan →
Specialties
Facts
| Firm | iPlan |
|---|---|
| Based in | Winter Haven, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $30.9M across 133 accounts |
| SEC registration | Investment adviser representative in FL, MD · CRD 4756995 |
| Exams passed | Series 63 (2009) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | iplan4wealth.com |
| Profile |
How Bryan's firm compares
- iPlan's average account is about $232,000, from its Form ADV (assets managed divided by 133 accounts).
Request an introduction to Bryan
Tell Bryan a little about what you're looking for. Bryan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bryan
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.
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
- iPlan 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.
See something wrong? Request a correction. Read our methodology.