BEACON FINANCIAL PLANNING, INC

540 Main Street
Suite 14
Hyannis, Massachusetts 02601
Tel: 508-790-7039

About BEACON FINANCIAL PLANNING, INC

BEACON FINANCIAL PLANNING, INC, formally registered with the SEC as BEACON FINANCIAL PLANNING, INC. The firm was established in 08/10/2018. They have over 2 offices throughout the country.

BEACON FINANCIAL PLANNING, INC is a Hyannis, Massachusetts based Financial Planning firm with nearly $388,356,515 assets under management, offering retirement planning & investment advisory services to 912 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175372
SEC#	801-113811
Assets Managed by Firm	$388,356,515
No. of Clients	912
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	912	$388,356,515
Individuals (other than high net worth individuals)	199	$80,761,973
High net worth individuals	125	$306,950,418
Charitable organizations	Fewer than 5 clients	$644,124

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