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BEACON FINANCIAL PLANNING, LLC
CRD 121462
95 WEST 100 SOUTH, SUITE 210, LOGAN, UT, 84321-5811, United States
Phone
435-752-6496
Fax
435-787-2236
Registration
— (—)
Source
State registered
Total AUM
$62.1M
Discretionary AUM
$38.6M
Team
6 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $26.2M |
| High net worth individuals | 18 | $35.8M |
All web addresses on file
Official SEC filing: View on IAPD