# Marianna Beddard

> Marianna Beddard is a fee-only financial advisor at PlayBook Advizor in Port Washington, New York. Marianna charges an ongoing planning fee and focuses on retirement planning.

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

## Facts

- **Firm:** PlayBook Advizor
- **Based in:** Port Washington, New York
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15M across 15 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 6329249 (https://adviserinfo.sec.gov/individual/summary/6329249)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.playbookadvizor.com

## Frequently asked questions

### Is Marianna Beddard a fee-only financial advisor?

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

### How does Marianna charge for financial advice?

Marianna charges an ongoing planning fee.

### Where is Marianna Beddard based?

Marianna Beddard is based in Port Washington, New York.

### What does Marianna specialize in?

Marianna's specialties include retirement planning. Marianna works with retirees, pre-retirees and mid-life transitions.

### Is Marianna Beddard registered with the SEC?

Yes. Marianna Beddard is registered as an investment adviser representative in CA and NY (CRD 6329249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PlayBook Advizor manage?

PlayBook Advizor reports $15M across 15 accounts in assets under management.

### How do I contact Marianna Beddard?

Through Marianna's website, www.playbookadvizor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6329249): 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.playbookadvizor.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.