Beacon Retirement Planning Services Inc.
● SEC registered since 2000CRD 110038SEC# 801-57962Dallas, TX
Reg. AUM
$1.3B
Employees
18
Accounts
2,152
Location
Dallas, TX
Beacon Retirement Planning Services Inc. assets under management
Beacon Retirement Planning Services Inc. operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2000. It reports $1.3 billion in regulatory assets under management and employs 18 people.
Beacon Retirement Planning Services Inc. owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Keith Sherbert Control | Chief Operating Officer | Under 5% | 2013 |
| Kestra Financial, Inc Control | Managing Member | Over 75% | 2014 |
| Lori Ann Markham | Assistant Secretary | Under 5% | 2021 |
See all 21 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Beacon Retirement Planning Services Inc. manage?
Beacon Retirement Planning Services Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Beacon Retirement Planning Services Inc. have?
Beacon Retirement Planning Services Inc. reports 18 employees.
Where is Beacon Retirement Planning Services Inc. located?
Beacon Retirement Planning Services Inc. is based in Dallas, TX and has been SEC-registered since 2000.
Does Beacon Retirement Planning Services Inc. disclose fund performance?
Beacon Retirement Planning Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17300 Preston Rd, Suite 120, C/O Melissa Wheeler, Dallas, TX 75252-5654 |
| Phone | 972-726-9888 |
| Fax | 972-726-9880 |
| Office hours | 8a.m. Cst - 5p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.3Bregulatory AUM
Discretionary $1.3B