PlannerFees

Beck Bode LLC fees and pricing

Financial planner in Dedham, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Beck Bode LLC charges a flat or project fee of $500⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$12,000
“Fees for Other Services Certain non-investment services, including accounting services, may be subject to separate fees as agreed in writing. 8 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is from $500 to $12,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Beck Bode LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Clients may terminate the agreement for a full refund of the advisory fee within five business days of signing the Investment Advisory Agreement.”
  • “If the fee is paid prior to the services being provided, the Plan will be entitled to a prorated refund of any prepaid fees for services not received upon termination of the client agreement.”
  • “Clients may select the method in which they are billed.”

How Beck Bode LLC’s fees compare

  • Its flat or project fee of $500-$12,000 spans the Massachusetts median of $4,750. 67% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Dedham that publish a flat or project fee charge less.

About Beck Bode LLC

  • Firm size: 16 employees.
  • Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Clients
968
Employees
16
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
Assets managed
$666,352,130
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
282611
Website
linkedin.com/company/beck-bode-wealth-management (opens in new tab)
Phone
(617) 209-2224

Can advise clients in 24 states: California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Dedham that publish fees

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