Bailee E. Beauchamp

REAL WEALTH PLANNING

Austin, TX

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CRD#: 6728793

Professional summary

Bailee Elisabeth Beauchamp, who also goes by Bailee Beauchamp, Bailee Elisabeth Burleson, is a registered financial advisor currently at REAL WEALTH PLANNING located in Austin, Texas.

Bailee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bailee has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bailee Beauchamp | Bailee Elisabeth Burleson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bailee Elisabeth Beauchamp's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2023 - Present

REAL WEALTH PLANNING

RIA

CRD#: 311106

Austin, TX

Past

September 12, 2017 - September 11, 2023

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

February 24, 2017 - September 11, 2023

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/9/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/24/2017

General Securities Representative Examination

Current Firm

REAL WEALTH PLANNING

FIDUCIARY FINANCIAL PLANNING GROUP | REAL WEALTH PLANNING | REAL ESTATE WEALTH PLANNING | FIDUCIARY FINANCIAL PLANNING GROUP, LLC

CRD#: 311106 / SEC#:

California

Registered Investment Advisory firm - (12/21/2023 Terminated)

Texas

Registered Investment Advisory firm - (11/10/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Sunset Valley, TX

Mailing Address

Phone number

(512) 222-7521

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	229
AUM (Assets Under Management)	$ 24,195,737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bailee E. Beauchamp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bailee Elisabeth Beauchamp's CRS (Customer Relationship Summary).

Certified licenses

Experience

REAL WEALTH PLANNING

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/9/2017

SIE

Date: 10/1/2018

Series 7

Date: 2/24/2017

Current Firm

REAL WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REAL WEALTH PLANNING

TRUST BUT VERIFY

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