# Erik Beck

> Erik Beck is a fee-only financial advisor at Beck Bode in Dedham, Massachusetts. Erik 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.

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

## Facts

- **Firm:** Beck Bode
- **Based in:** Dedham, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $666.4M across 2,511 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 5865126 (https://adviserinfo.sec.gov/individual/summary/5865126)
- **SEC registration:** Investment adviser representative in GA, MA
- **Exams passed:** Series 66 (2011)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** http://www.beckbode.com/

## Frequently asked questions

### Is Erik Beck a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik 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 Erik charge for financial advice?

Erik's firm, Beck Bode, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Erik Beck based?

Erik Beck is based in Dedham, Massachusetts.

### What does Erik specialize in?

Erik's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### Is Erik Beck registered with the SEC?

Yes. Erik Beck is registered as an investment adviser representative in GA and MA (CRD 5865126), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beck Bode manage?

Beck Bode reports $666.4M across 2,511 accounts in assets under management.

### How do I contact Erik Beck?

Through Erik's website, www.beckbode.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5865126): 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://beckbode.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.