BEACON FINANCIAL GROUP

BEACON RETIREMENT PLANNING SERVICES INC.

CRD 110038 · SEC 801-57962

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17300 PRESTON RD, SUITE 120, C/O MELISSA WHEELER, DALLAS, TX, 75252-5654, United States

Phone

972-726-9888

Fax

972-726-9880

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.30B

Discretionary AUM

$1.30B

Team

18 total employees; 8 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; CONSULTING

Org form

Corporation

Filing date

2026-03-13

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	542	$184.6M
High net worth individuals	510	$1.12B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/BEACON-FINANCIAL-GROUP-DALLAS-TX/
https://twitter.com/beacondallas
HTTPS://WWW.FACEBOOK.COM/BEACONRETIREMENTSERVICES/
HTTP://WWW.BEACONFG.COM

Official SEC filing: View on IAPD