# Jeffrey Salisbury

> Jeffrey Salisbury is a fee-only financial advisor at Beacon Financial Planning in Logan, Utah. Beacon Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-salisbury/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Beacon Financial Planning
- **Based in:** Logan, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $62.1M across 397 accounts
- **CRD:** 3225234 (https://adviserinfo.sec.gov/individual/summary/3225234)
- **SEC registration:** Investment adviser representative in ID, UT
- **Exams passed:** Series 66 (1999)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://independent401kadvisors.com/

## Frequently asked questions

### Is Jeffrey Salisbury a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

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

### Where is Jeffrey Salisbury based?

Jeffrey Salisbury is based in Logan, Utah.

### Is Jeffrey Salisbury registered with the SEC?

Yes. Jeffrey Salisbury is registered as an investment adviser representative in ID and UT (CRD 3225234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Financial Planning manage?

Beacon Financial Planning reports $62.1M across 397 accounts in assets under management.

### How do I contact Jeffrey Salisbury?

Through Jeffrey's website, independent401kadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3225234): 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

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