Erik Beck
Beck Bode · Dedham, Massachusetts
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.
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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 |
| SEC registration | Investment adviser representative in GA, MA · CRD 5865126 |
| Exams passed | Series 66 (2011) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.beckbode.com |
| Profile |
How Erik'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 Erik
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.
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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