BeManaged
BeManaged Financial Services is a fee-only fiduciary RIA founded in 2006 that provides holistic financial planning, investment management, and retirement transition services to individuals, families, and employer-sponsored plan clients across West Michigan and nationwide via virtual delivery.
- Company typePrivate
- Founded2006
- HeadquartersGrand Rapids, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What BeManaged does
BeManaged Financial Services is a privately held, fee-only fiduciary registered investment advisor founded in 2006 and headquartered in Grand Rapids, Michigan. The firm delivers holistic financial planning, discretionary investment management, and retirement income planning to individuals, families, employees of partner organizations, and employers. Service offerings are organized around Comprehensive Financial Planning, Investment Management, and Retirement Planning, with sub-services including Roth Conversion Planning, 401(k) to IRA Rollovers, and Retirement Income Planning. Workplace clients receive 401(k) Participant Advisory Services, Employee Financial Education Workshops, and Employer Consulting covering 3(21) and 3(38) fiduciary roles. The firm is co-owned by Jay Jandasek (Managing Partner and CFO, CFA) and Jon Whaley (Managing Partner and CCO, ChSNC, IACCP), with John Whaley (CFA) as Senior Investment Adviser and founding member.
The business operates on a fee-only fiduciary model compensated directly by clients, with no commissions, no product sales, and no annuities in client portfolios. Distribution relies on a hybrid model: individual clients are acquired through Dave Ramsey's SmartVestor Pro referral network, location-specific SEO landing pages across West Michigan communities, and organic referrals; enterprise clients are acquired through direct employer partnerships with dedicated scheduling links, listed partners include Central Supply, Granger Construction, MillerKnoll, Niles Precision, Palmer Trucks, IBIS, Syndicate Sales, Virginia Tile, and Sugarshack. Service delivery is in-person at the Grand Rapids Cascade Road SE headquarters and nationwide via virtual video consultations.
Technology is positioned around advisor-led financial planning and discretionary portfolio management rather than a proprietary platform; there are no disclosed AI/ML capabilities, APIs, or mobile applications. The firm holds SEC registration under fiduciary duty, references Form ADV Part 2A and Form CRS disclosures, and was recognized as a 2025 Franklin County Community's Choice Award winner. Operations remain concentrated in West Michigan (Grand Rapids, Rockford, Ada, Holland, Kalamazoo) with expanding employer plan relationships in Florida and Georgia.
BeManaged firmographics
Firmographics- Name
- BeManaged
- Legal name
- BeManaged Financial Services
- Website
- https://bemanaged.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- BeManaged Financial Services is a fee-only fiduciary RIA founded in 2006 that provides holistic financial planning, investment management, and retirement transition services to individuals, families, and employer-sponsored plan clients across West Michigan and nationwide via virtual delivery.
- Ownership category
- akta.pro rank
BeManaged industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Retirement Income Planning & Decumulation Advisory (FSAEABAD), Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
Keywords
Where BeManaged is headquartered
LocationHeadquarters
- HQ city
- Grand Rapids
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
BeManaged business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Fee-Only Fiduciary Advisory: BeManaged operates as a fee-only fiduciary firm compensated directly by clients. Advisors do not accept commissions and do not sell insurance or investment products. This structure eliminates conflicts of interest and aligns advice with client long-term goals.
Go-to-market motion3 records
Distribution channels4 records
Marketing channels5 records
BeManaged product offering
Product offeringCore offering
BeManaged Financial Services is a fee-only, federally registered investment advisor that provides holistic fiduciary financial planning, discretionary investment management, and retirement planning to individual investors. The firm also serves employers through retirement plan consulting, 401(k) participant advisory services, and employee financial education workshops. Advisors are compensated directly by clients under a fiduciary standard with no commissions or product sales.
Product overview
BeManaged is a fee-only fiduciary financial advisory firm that provides services through a unified advisory relationship rather than a modular platform. The core offering combines Comprehensive Financial Planning and Investment Management, which are supported by Retirement Planning and Retirement Income Planning. Specialized services include Roth Conversion Planning and 401(k) to IRA Rollovers for individual clients, and Employer Consulting, 401(k) Participant Advisory Services, and Employee Financial Education Workshops for workplace clients. SmartVestor Pro connects clients referred through the Dave Ramsey SmartVestor program. All services operate under a fiduciary standard with no commissions or product sales.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning
Quantifiable outcome
- Helped clients retire early with financial confidence through long-term fiduciary guidance
- +1 more outcomes
Companies that use BeManaged
Customer profileNamed customers9 records
Segments6 records
Ideal customer profiles4 records
BeManaged technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
BeManaged partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SmartVestor Pro (Ramsey Solutions)coreBeManaged participates in the SmartVestor program, an advertising and referral network operated by Ramsey Solutions that connects individuals with disciplined investing professionals. SmartVestor referrals meet with BeManaged as fiduciary advisors who help evaluate investments within the context of their broader financial plan.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
BeManaged competitors and assessment
Company assessmentDirect peers
- Facet Wealth: Tech-enabled fee-only fiduciary RIA serving individuals nationwide through virtual planning and investment management. Directly comparable to BeManaged on fee-only fiduciary structure, virtual delivery, and individual-investor focus, though at materially larger scale and with proprietary technology.
- Carson Group (Carson Wealth): Fee-based wealth management firm with employer retirement plan advisory services and partnership/support model for advisors. Comparable to BeManaged on employer retirement plan services and individual financial planning, with a more scalable partnership structure.
- Buckingham Strategic Wealth: Fee-only fiduciary RIA providing comprehensive financial planning and investment management with academic evidence-based investing approach. Closely comparable on fee-only fiduciary model and holistic planning focus, though larger in scale.
- Edelman Financial Engines: Large hybrid RIA combining personal financial planning with workplace 401(k) participant advisory services. Directly comparable to BeManaged's employer channel and individual advisory services, with significantly greater scale and technology infrastructure.
Broad incumbents
- Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving independent financial advisors across the U.S. Comparable through its affiliated advisors providing fee-based planning and retirement services, though broader in offering scope.
- Mariner Wealth Advisors: Large national RIA providing comprehensive wealth advisory, retirement plan, and family office services. Comparable on fee-based structure and broad advisory offering including employer retirement plans, though at significantly greater scale with PE backing.
- Cetera Financial Group: Large network of independent financial advisors providing wealth management and retirement plan services. Comparable employer retirement plan services and individual advisory offering, with significantly larger institutional footprint.
- Creative Planning: One of the largest independent fee-only RIAs in the U.S., offering comprehensive financial planning, investment management, and retirement services. Comparable on fee-only fiduciary model and full-scope planning, but operates at substantially greater scale across multiple geographies.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
BeManaged social profiles
Digital presenceBeManaged compliance and trust
Trust signalCompliance1 record
BeManaged financial estimates
Financial estimateRevenue estimate
Valuation estimate
BeManaged leadership team
Management profileNumber of profiles
Profiles6 records
BeManaged funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BeManaged M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BeManaged
What does BeManaged do?
BeManaged Financial Services is a fee-only, federally registered investment advisor that provides holistic fiduciary financial planning, discretionary investment management, and retirement planning to individual investors. The firm also serves employers through retirement plan consulting, 401(k) participant advisory services, and employee financial education workshops. Advisors are compensated directly by clients under a fiduciary standard with no commissions or product sales.
Is BeManaged a public or private company?
BeManaged is a private company. It is classified as management employee owned and is currently operating.
When was BeManaged founded?
BeManaged was founded in 2006. It employs 1 to 10 people.
Where is BeManaged based?
BeManaged is headquartered in Grand Rapids, United States, in the North America region.
How does BeManaged make money?
One revenue line is on record: fee-Only Fiduciary Advisory.
Who are BeManaged's main competitors?
Direct peers on record are Facet Wealth, Carson Group (Carson Wealth), Buckingham Strategic Wealth and Edelman Financial Engines. Broad incumbents are Commonwealth Financial Network, Mariner Wealth Advisors, Cetera Financial Group and Creative Planning.
Does BeManaged have an API?
No public API is recorded for BeManaged.
What industry is BeManaged in?
BeManaged's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 52394 and its SIC code is 6282.