Beck Bode Wealth Management, LLC

Beck Bode Wealth Management, LLC (CRD# 282611) is a financial advisory firm headquartered in Dedham, MA. They manage $149,597,000 in 617 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    617
    ACCOUNTS
  • Average Account Value
    $242,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MA, ME, NY, WA

Financial Advisors at Beck Bode Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Katie A. Macdonald
CRD#: 4836269
858 Washington Street Suite 100, Dedham, MA 02026
96
Wealthminder
score

Katie Macdonald (CRD# 4836269) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 9 years of experience in the finance industry. Katie Macdonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patricia B. Welsh
CRD#: 1673111
858 Washington Street Suite 100, Dedham, MA 02026
96
Wealthminder
score

Patricia Welsh (CRD# 1673111) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 13 years of experience in the finance industry. Patricia Welsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Erik A. Beck
CRD#: 5865126
858 Washington Street Suite 100, Dedham, MA 02026
93
Wealthminder
score

Erik Beck (CRD# 5865126) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 6 years of experience in the finance industry.

4
Andrew M. Martone
CRD#: 2140727
858 Washington Street Suite 100, Dedham, MA 02026
90
Wealthminder
score

Andrew Martone (CRD# 2140727) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 26 years of experience in the finance industry.

5
Keith E. Anderson
CRD#: 6457780
858 Washington Street Suite 100, Dedham, MA 02026
87
Wealthminder
score

Keith Anderson (CRD# 6457780) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.