# Boonseon Gudmundsen

> Boonseon Gudmundsen is a fee-only financial advisor at Beacon Financial Management in Carlsbad, California, who holds the CFP credential. Boonseon charges hourly fees.

Page: https://find.wellspent.co/advisors/boonseon-gudmundsen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Beacon Financial Management
- **Based in:** Carlsbad, California
- **Fee model:** Hourly
- **Assets under management (firm):** $3.7M across 7 accounts
- **Credentials:** CFP
- **CRD:** 5914462 (https://adviserinfo.sec.gov/individual/summary/5914462)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.beaconfinancialmgmt.com

## Frequently asked questions

### Is Boonseon Gudmundsen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Boonseon holds no broker registration, and Beacon Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Boonseon charge for financial advice?

Boonseon charges hourly fees.

### Where is Boonseon Gudmundsen based?

Boonseon Gudmundsen is based in Carlsbad, California.

### What credentials does Boonseon Gudmundsen hold?

Boonseon Gudmundsen holds the CFP credential.

### Is Boonseon Gudmundsen registered with the SEC?

Yes. Boonseon Gudmundsen is registered as an investment adviser representative in CA (CRD 5914462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Financial Management manage?

Beacon Financial Management reports $3.7M across 7 accounts in assets under management.

### How do I contact Boonseon Gudmundsen?

Through Boonseon's website, www.beaconfinancialmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5914462): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.beaconfinancialmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.