Beam Wealth Advisors, Inc.

BEAM Wealth Advisors, Inc., established in 1985, offers comprehensive financial planning and investment management services. The firm manages over $1.3 billion in assets, with a focus on personalized financial planning, investment consulting, and retirement planning. BEAM provides services such as business planning, estate planning, risk management, and tax planning. Clients have discretion over decisions and are not obligated to act on recommendations. Investment portfolios are managed on a discretionary basis, primarily allocating assets among various mutual funds, ETFs, individual securities, and independent managers. BEAM offers non-discretionary management services as well. The firm does not charge performance-based fees and primarily recommends the custody, brokerage, and clearing services of Schwab, Fidelity, and Raymond James. BEAM's fee structure includes fixed fees for financial planning and consulting services and annual fees based on assets under management for investment management services. The firm does not have any disciplinary history and does not vote proxies on behalf of clients. Clients can limit the sharing of their personal information for marketing purposes. BEAM has a privacy policy in place to protect clients' personal information.