Boonseon Gudmundsen
Beacon Financial Management · Carlsbad, California
Boonseon Gudmundsen is a fee-only financial advisor at Beacon Financial Management in Carlsbad, California, who holds the CFP credential. Boonseon charges hourly fees.
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Facts
| Firm | Beacon Financial Management |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Hourly |
| Assets under management | $3.7M across 7 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5914462 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.beaconfinancialmgmt.com |
How Boonseon's firm compares
- Beacon Financial Management's average account is about $525,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Boonseon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Beacon Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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