Caden Buckley
Beacon Financial Planning, Inc. · Hyannis, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $397.1M across 954 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 8176544 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | beaconfinancialplanning.com |
| Profile |
How Caden's firm compares
- Beacon Financial Planning, Inc.'s average account is about $416,000, from its Form ADV (assets managed divided by 954 accounts).
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Questions about Caden
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Beacon Financial Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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