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Advisors / Arizona / Prescott
12yrs

Ferrell Beazer

Financial advisor at Strategic Advisers

Based in Prescott, Arizona, Ferrell Beazer is a fiduciary financial advisor with 12 years of industry experience. Ferrell joined Strategic Advisers in 2026, after a year at PNC Managed Account Solutions and a year at Wells Fargo Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 102 advisors with offices in Prescott, and one of 95 fiduciaries.

Prescott, AZFiduciary advisor

At a glance

Experience12 years (since 2014)
How that compares ?More experience than 68% of advisors at Strategic Advisers
OfficePrescott, AZ
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Oct 2026 – now
  2. Sep 2015 – Feb 2017
    PNC Managed Account Solutions, Inc.Previously
  3. Jul 2014 – Jul 2015

Questions to ask Ferrell

Tailored to Ferrell’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ferrell

How do I contact Ferrell?

Call Strategic Advisers at (617) 563-7000 and ask for Ferrell Beazer. Ferrell works from the Prescott, AZ office.

How long has Ferrell been a financial advisor?

Ferrell has been in the industry since 2014, about 12 years. More experience than 68% of advisors at Strategic Advisers.

What licenses does Ferrell hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Ferrell a fiduciary?

Ferrell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ferrell paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ferrell for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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