Sara Daly
Beck Bode · Dedham, Massachusetts
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.
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Specialties
Facts
| Firm | Beck Bode |
|---|---|
| Based in | Dedham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $666.4M across 2,511 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7898757 |
| Exams passed | Series 65 (2024) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.beckbode.com |
How Sara's firm compares
- Beck Bode's average account is about $265,000, from its Form ADV (assets managed divided by 2,511 accounts).
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Questions about Sara
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.
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
- Beck Bode 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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