Beacon Financial Planners, Inc

RIAState Registered

Total AUM

$31M

Discretionary

0% of AUM

Avg account

$158K

Accounts

196

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 297938
Website: www.beaconfinancialplanners.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, CAPITAL CLIENT GROUP, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals31.96%
Other25.52%
Pension & Profit Sharing Plans25.41%
Insurance Companies9.63%
HNWI7.48%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Beacon Financial Planners, Inc. is an independent, Texas-registered advisory corporation that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with selective manager-sourcing responsibilities — it acts as a capital allocator and undertakes the selection of other advisers. Fee arrangements include both an asset-based percentage and fixed-fee engagements. Business activities listed alongside advisory services include real estate brokerage and insurance brokerage, which appear to complement its investment and client-service capabilities. Beacon does not identify as an active ESG investor and is not structured as a multi-state adviser.