# Caden Buckley

> Caden Buckley is a fee-only financial advisor at Beacon Financial Planning, Inc. in Hyannis, Massachusetts, who holds the CFP credential. Caden focuses on estate & legacy planning and small business owners. Beacon Financial Planning, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/caden-buckley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Beacon Financial Planning, Inc.
- **Based in:** Hyannis, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $397.1M across 954 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8176544 (https://adviserinfo.sec.gov/individual/summary/8176544)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://beaconfinancialplanning.com

## Frequently asked questions

### Is Caden Buckley a fee-only financial advisor?

Yes. Caden Buckley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Caden's firm.

### How does Caden charge for financial advice?

Caden's firm, Beacon Financial Planning, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Caden Buckley based?

Caden Buckley is based in Hyannis, Massachusetts.

### What does Caden specialize in?

Caden's specialties include estate & legacy planning and small business owners. Caden works with retirees and pre-retirees.

### What credentials does Caden Buckley hold?

Caden Buckley holds the CFP credential.

### Is Caden Buckley registered with the SEC?

Yes. Caden Buckley is registered as an investment adviser representative in MA (CRD 8176544), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Beacon Financial Planning, Inc. manage?

Beacon Financial Planning, Inc. reports $397.1M across 954 accounts in assets under management.

### How do I contact Caden Buckley?

Through Caden's website, beaconfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/53166): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.beaconfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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