Jon Shaffer
Beacon Financial Planning · Logan, Utah
Jon Shaffer 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.
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Facts
| Firm | Beacon Financial Planning |
|---|---|
| Based in | Logan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $62.1M across 397 accounts |
| SEC registration | Investment adviser representative in ID, UT · CRD 5837034 |
| Exams passed | Series 65 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | independent401kadvisors.com |
How Jon's firm compares
- Beacon Financial Planning's average account is about $156,000, from its Form ADV (assets managed divided by 397 accounts).
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Questions about Jon
Is Jon Shaffer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon 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 Jon charge for financial advice?
Jon's firm, Beacon Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jon Shaffer based?
Jon Shaffer is based in Logan, Utah.
Is Jon Shaffer registered with the SEC?
Yes. Jon Shaffer is registered as an investment adviser representative in ID and UT (CRD 5837034), 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 Jon Shaffer?
Through Jon's website, independent401kadvisors.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
- 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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