AdvisorRanked
100
Clean

BECK BODE LLC

858 WASHINGTON STREET, DEDHAM, MA 2026
Fiduciaryfee-onlySEC Registered
617-209-2224 www.linkedin.com/company/beck-bode-wealth-management CRD #282611
$666M
Assets Managed
16
Clients
16
Employees
10
Years Active
since 2016

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 10 years.

Firm Details

Legal NameBECK BODE LLC
CRD Number#282611
SEC RegisteredYes
Registration Date2016-01-27
States RegisteredMA
Assets Under Management$666M
Number of Clients16
Employees16
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is BECK BODE LLC a fiduciary?

Yes. BECK BODE LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does BECK BODE LLC charge clients?

BECK BODE LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does BECK BODE LLC have any complaints?

No. BECK BODE LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 10 years of operation.

How does BECK BODE LLC compare to other advisors in DEDHAM?

BECK BODE LLC has a Red Flag Score of 100/100. There are 6 registered advisory firms in DEDHAM. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.