BEACON FINANCIAL PLANNING, LLC

RIASEC Registered

Total AUM

$62.1M

Discretionary

$38.6M

62% of AUM

Avg account

$156K

Accounts

397

Employees

Advisory reps

Firm details

Headquarters: LOGAN, Utah
CRD number: 121462
Website: www.beaconplanning.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.76%
Individuals42.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Beacon Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and offers a mix of financial planning and portfolio management services. Its advisory work spans households and small business clients, and the firm also lists pension consulting services for business or institutional clients. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. Beacon does not identify itself as an active ESG investor.