Jaron Beach
Pointer Financial Advisors · Columbia, Maryland
Jaron Beach is a fee-only financial advisor at Pointer Financial Advisors in Columbia, Maryland, who holds the CFP credential. Pointer Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Pointer Financial Advisors |
|---|---|
| Based in | Columbia, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $176.4M across 528 accounts |
| Credentials | CFP |
| Firm size | 5 employees |
How Jaron's firm compares
- Pointer Financial Advisors's average account is about $334,000, from its Form ADV (assets managed divided by 528 accounts).
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Questions about Jaron
Is Jaron Beach a fee-only financial advisor?
Yes. Jaron Beach is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Jaron charge for financial advice?
Jaron's firm, Pointer Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jaron Beach based?
Jaron Beach is based in Columbia, Maryland.
What credentials does Jaron Beach hold?
Jaron Beach holds the CFP credential.
How much does Pointer Financial Advisors manage?
Pointer Financial Advisors reports $176.4M across 528 accounts in assets under management.
How do I contact Jaron Beach?
Contact details aren't on file yet. Search for Pointer Financial Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbia
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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