Beacon Financial Planning, Inc
Firm details
- Headquarters
- Hyannis, Massachusetts
- CRD number
- 175372
- Registered since
- August 10, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.39%
- Individuals22.41%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beacon Financial Planning, Inc. is an independent, owner-operated registered investment adviser that serves individuals, families and small businesses. The firm is SEC-registered (registration year 2018) and operates as a capital allocator — providing financial planning, discretionary portfolio management, selection of outside advisers and educational workshops. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. Beacon does not market itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$260M in ETFs
80%
$207M
19%
$53.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.9M | 52,090 | 15.32% |
Location
Hyannis, MA
Barnstable
Location
Hyannis, MA
Headquartered in Hyannis, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Barnstable
- Address
- 540 Main St
- Time zone
- ET (UTC-5)
- Office locations
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