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Beeman & Johnson Asset Planning, Inc. (Oak Ridge)


Beeman & Johnson Asset Planning, Inc. is a large advisory firm based in Oak Ridge. It manages $55.8 million of regulatory assets for 1,205 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Tennessee.

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Beeman & Johnson Asset Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beeman & Johnson Asset Planning: assets under management

The assets under management (AUM) of Beeman & Johnson Asset Planning, Inc. is $55.8 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $40.8 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.87 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beeman & Johnson Asset Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oak Ridge

The principal office where Beeman & Johnson Asset Planning, Inc. performs its advisory services is located at 687 Emory Valley Road, Oak Ridge, TN 37830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 865-481-0385 or by fax 865-483-7930. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at beemanandjohnson.com.


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