Beacon Financial Planning, Inc
● SEC registered since 2018CRD 175372SEC# 801-113811Hyannis, MA
Reg. AUM
$397.1M
Employees
9
Accounts
954
Location
Hyannis, MA
Beacon Financial Planning, Inc assets under management
Beacon Financial Planning, Inc is an SEC-registered investment adviser based in Hyannis, MA. The firm has been registered since 2018. It reports $397.1 million in regulatory assets under management and employs 9 people.
Beacon Financial Planning, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathleen Erin Kane Control | Managing Partner And Chief Compliance Officer | 50-75% | 2023 |
| Kelli Marie Grew Control | Managing Partner | 50-75% | 2023 |
Frequently asked questions
How much does Beacon Financial Planning, Inc manage?
Beacon Financial Planning, Inc reports $397.1 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Financial Planning, Inc have?
Beacon Financial Planning, Inc reports 9 employees.
Where is Beacon Financial Planning, Inc located?
Beacon Financial Planning, Inc is based in Hyannis, MA and has been SEC-registered since 2018.
Does Beacon Financial Planning, Inc disclose fund performance?
Beacon Financial Planning, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 540 Main Street, Suite 14, Hyannis, MA 02601 |
| Phone | 508-790-7039 |
| Fax | 617-334-7967 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1966066 |
| Discloses disciplinary history | No |
Regulatory AUM
$397.1M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$397.1Mregulatory AUM
Discretionary $397.1M