Beyond Financial Planning, LLC

Beyond Financial Planning, LLC (CRD# 306240) is a financial advisory firm headquartered in Bethesda, MD. They manage $22,084,096 in 129 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7910 Woodmont Ave Suite 310, Bethesda, MD 20814
https://www.facebook.com/bfpadvisors
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $171,195
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, TX

Financial Advisors at Beyond Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Bready, financial advisor Bethesda MD
Michael F. Bready
CRD#: 5406351
7910 Woodmont Ave Suite 310, Bethesda, MD 20814

Michael Bready (CRD# 5406351) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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