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Beyond Financial Planning
BEYOND FINANCIAL PLANNING, LLC is a state-registered investment adviser in BETHESDA, MD. The firm manages $50 million in assets, $10 million on a...
Overview
BEYOND FINANCIAL PLANNING, LLC is a state-registered investment adviser in BETHESDA, MD. The firm manages $50 million in assets, $10 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Is Beyond Financial Planning a fiduciary?
As a registered investment advisor (RIA), Beyond Financial Planning is bound by the Investment Advisers Act of 1940, which imposes a fiduciary duty to act in clients' best interests. This means they must disclose conflicts of interest and prioritize client objectives over their own. The fiduciary standard is higher than the suitability standard applied to broker-dealers.
What services does Beyond Financial Planning offer?
The firm's name and RIA classification suggest services including comprehensive financial planning, investment management, estate planning, tax strategy, and possibly retirement income planning. Many RIAs in this space also provide insurance analysis, charitable giving strategies, and intergenerational wealth transfer planning. No specific service menu has been confirmed through public sources.
What is the minimum asset threshold to work with Beyond Financial Planning?
No minimum asset requirement has been disclosed. Many RIAs serving family offices set minimums between $1 million and $10 million in investable assets. The firm's target client profile is not verifiable from public data.
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