RIA Intel›Advisers›Maryland›BEYOND FINANCIAL PLANNING, LLC

BEYOND FINANCIAL PLANNING, LLC

Advisory

BETHESDA, MD

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in MD

#453

of 468 advisers by AUM

Average account

$258K

across 193 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$10M

Non-Discretionary AUM$40M

Discretionary %19.8%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, TX, VA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

48 clients

18 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

MERIDIAN FINANCIAL GROUP, INC.

$50M

HUNT VALLEY, MD

$49M

ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

SILVER SPRING, MD

$50M

PICKET FENCE FINANCIAL, LLC

FOREST HILL, MD

$50M

DOLAN FINANCIAL CORP

SILVER SPRING, MD

$49M

BRYAN INVESTMENTS, LLC

$51M

Get the full picture on BEYOND FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BEYOND FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans