BEACON FINANCIAL PLANNERS, INC

RIASEC 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 registered investment adviser that serves individual and family clients with a mix of planning and portfolio management services. The firm operates primarily as a non-discretionary adviser and also acts as a capital allocator, selecting outside managers and funds on clients’ behalf. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. The firm also holds broker responsibilities in real estate and insurance, which shapes how it sources and implements some client solutions. Fee arrangements combine asset-based fees and fixed fees, and the adviser does not identify as an active ESG investor. The business is owner-operated and focuses on a client segment that typically holds multiple accounts per household, suggesting planning-driven relationships where clients retain implementation control.