# Sara Daly

> Sara Daly is a fee-only financial advisor at Beck Bode in Dedham, Massachusetts. Sara 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.

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

## Facts

- **Firm:** Beck Bode
- **Based in:** Dedham, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $666.4M across 2,511 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 7898757 (https://adviserinfo.sec.gov/individual/summary/7898757)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** http://www.beckbode.com/

## Frequently asked questions

### Is Sara Daly a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sara 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 Sara charge for financial advice?

Sara's firm, Beck Bode, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sara Daly based?

Sara Daly is based in Dedham, Massachusetts.

### What does Sara specialize in?

Sara's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### Is Sara Daly registered with the SEC?

Yes. Sara Daly is registered as an investment adviser representative in MA (CRD 7898757), 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 Sara Daly?

Through Sara's website, www.beckbode.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7898757): 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://beckbode.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.