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BEACON FINANCIAL PLANNING, INC
CRD 175372 · SEC 801-113811
540 MAIN STREET, SUITE 14, HYANNIS, MA, 02601, United States
Phone
508-790-7039
Fax
617-334-7967
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.1M
Discretionary AUM
$397.1M
Team
9 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $89.0M |
| High net worth individuals | 131 | $307.3M |
States served
LA, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD