Beckett Collective
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,033,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$1,573,000
About
Beckett Collective advises individuals, family offices, business owners, and employer-sponsored retirement plans, providing comprehensive financial planning, discretionary investment management, and business advisory services. The firm also offers retirement plan management for plan sponsors and guidance for family office, foundation, and endowment governance and succession matters.
The firm constructs diversified portfolios using low-cost ETFs and index funds, occasional individual securities, and bonds held to maturity, and it will consider private market and alternative allocations when appropriate; each client relationship is grounded in a written Investment Policy Statement and ongoing portfolio monitoring with rebalancing and tax-loss harvesting as warranted. Beckett acts as a fiduciary, operates on a fee-only basis, does not take custody of client assets, and may engage Outside Managers to implement portions of a client’s strategy under the firm’s discretionary authority.
Noteworthy for a firm of its size, Beckett discloses a formal business services arrangement with another registered adviser (6|21 Private Wealth) — a prior common ownership has concluded, but Beckett provides compensated business advisory services to that firm and has documented measures to disclose and mitigate related conflicts of interest. The firm also accepts pension and profit‑sharing plan clients and, for ERISA-regulated plans, can serve as an investment manager under ERISA section 3(38), which is less common among independent advisers and informs its compliance and reporting practices.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Tax-loss harvesting
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
In certain cases, may negotiate flat fee or lower rate; one-time initial set-up fee may be charged; fees for one-off financial plans or consulting set out in agreement
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.40%
Account minimum: $750,000 Fee-only: Fee-only firm; no commissions, no proprietary products
Most active in
Beckett Collective has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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