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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-10-2019
- Office Locations
- 1
Office Locations
About Beyond Financial Planning, LLC
Beyond Financial Planning, LLC is a Bethesda, MD fiduciary advisory firm specializing in federal employees and retirees (50+) in the Federal Employee Retirement System. Founder-led by Michael Bready, the firm delivers transparent, fee-based wealth management and comprehensive planning—asset allocation, tax planning/reduction, estate planning, and risk management—grounded in client education with no incentives to sell specific products.
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL FRANKLIN BREADY JR
Chief Compliance Officer, Financial Advisor, Managing Member, Owner
- CRD
- #5406351
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,837,264 | -- |
| Non-Discretionary | $39,893,000 | -- |
| Total | $49,730,264 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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