# James Beall

> James Beall is a fee-only financial advisor at Beall Financial Planning in Macon, Georgia. Beall Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Beall Financial Planning
- **Based in:** Macon, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $23.0M across 198 accounts
- **CRD:** 2823957 (https://adviserinfo.sec.gov/individual/summary/2823957)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 65 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.beallfp.com

## Frequently asked questions

### Is James Beall a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, Beall Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James Beall based?

James Beall is based in Macon, Georgia.

### Is James Beall registered with the SEC?

Yes. James Beall is registered as an investment adviser representative in FL and GA (CRD 2823957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beall Financial Planning manage?

Beall Financial Planning reports $23.0M across 198 accounts in assets under management.

### How do I contact James Beall?

Through James's website, www.beallfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2823957): 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.beallfp.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.