James Beall
Beall Financial Planning · Macon, Georgia
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.
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Facts
| Firm | Beall Financial Planning |
|---|---|
| Based in | Macon, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $23.0M across 198 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 2823957 |
| Exams passed | Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.beallfp.com |
How James's firm compares
- Beall Financial Planning's average account is about $116,000, from its Form ADV (assets managed divided by 198 accounts).
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Questions about James
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.
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
- Beall Financial Planning 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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