Firm
Beckham Financial
Miami, Florida
Fee-only
Beckham Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 13 individual clients.
- Its average account is about $256,000 (assets it manages divided by its 27 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Miami, Florida |
|---|---|
| Website | beckhamfinancial.com |
| Phone | (717) 856-6223 |
Beckham Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"One-time fee based on the complexity and scope of the engagement, from $2,500." source
"$0 - $1,000,000: 1.0%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 13 |
| Accounts managed | 27 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 331633 |