How does the advisor help clients – Key Takeaways:
BEINGFIT FINANCIAL offers expert financial advice to help clients achieve their long-term financial goals. With a team of highly qualified advisors and a range of financial services, clients can trust BEINGFIT FINANCIAL to help them make well-informed decisions for their financial future.
Facts and Insights
Founded in 2005, BEINGFIT FINANCIAL has been in business for 15 years. As of 2020, the firm manages over $500 million in assets and employs a team of 25 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Year Founded | Assets Under Management (as of 2020) | Number of Advisors (as of 2020) |
|---|---|---|---|
| BEINGFIT FINANCIAL | 2005 | $500 million | 25 |
Financial Services Offered
BEINGFIT FINANCIAL offers a range of financial services to address different needs and objectives of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
BEINGFIT FINANCIAL serves a diverse range of clients, including:
- Individuals
- Business owners
- Families
- Retirees
- High net worth individuals
Fees & Compensation
BEINGFIT FINANCIAL is a fee-only firm, which means their advisors do not earn commissions on products or services they recommend. This allows the advisors to always act in the best interest of their clients without any conflicts of interest. The firm charges a percentage of AUM (assets under management) as their fee, allowing their interests to be aligned with their clients’ success.
Background
The advisors at BEINGFIT FINANCIAL have an average of 15 years of experience in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse background and expertise enable them to provide well-rounded financial advice to their clients.
Financial Advisor Disclosures to Know
It is essential to be aware of any potential conflicts of interest or disciplinary actions when choosing a financial advisor. With BEINGFIT FINANCIAL, clients can have peace of mind as the firm has a clean record with no disciplinary actions or conflicts of interest reported.