Beard Financial Planning LLC

Overview

Beard Financial Planning LLC is a Limited Liability Partnership that provides fee-based financial planning and portfolio management services targeted at individuals and small businesses. The firm is registered with the SEC (SEC Registered Year: Unknown) and is state-registered in Virginia. Its business model emphasizes advisory services billed as a percentage of assets under management, and ownership is listed as an individual owner type. The firm’s profile on FINTRX classifies it as unclassified and indicates it is not positioned as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. Public material does not list any specialty services such as family office offerings or alternative-investment platforms.

Assets & Accounts

Location & Offices