RIA Intel›Advisers›Georgia›BEALL FINANCIAL PLANNING, INC.

BEALL FINANCIAL PLANNING, INC.

Advisory

MACON, GA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$116K

across 198 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$8M

Non-Discretionary AUM$15M

Discretionary %33.7%

Total Clients86

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, GA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

86 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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SUMMIT FINANCIAL GROUP, LLC

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CARDEA CAPITAL GROUP, INC.

$22M

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