Beaumont Financial Partners

RIASEC RegisteredEst. 2022

Total AUM

$3.8B

Discretionary

$2.7B

73% of AUM

Avg account

$877K

Accounts

4,286

Employees

Advisory reps

Firm details

Headquarters: Needham, Massachusetts
CRD number: 322925
Registered since: October 26, 2022
Website: www.bfpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI39.45%
Individuals36.19%
Corporations / Businesses23.37%
Charitable Organizations0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Beaumont Financial Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory services listed on the filing cover financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting, and selection of third-party advisers. The firm is not classified as an active ESG investor and also operates in roles outside pure advising—its activities include other financial product sales and a range of industry affiliations (broker‑dealer relationships, sponsor/GP roles for pooled vehicles, connections with insurance companies, accounting and law firms, and futures/commodity entities).