Kelli Grew
Beacon Financial Planning · Hyannis, Massachusetts
Kelli Grew is a fee-only financial advisor at Beacon Financial Planning in Hyannis, Massachusetts, who holds the CFP credential. Beacon Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Beacon Financial Planning |
|---|---|
| Based in | Hyannis, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $397.1M across 954 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6100911 |
| Exams passed | Series 65 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.beaconfinancialplanning.com |
How Kelli's firm compares
- Beacon Financial Planning's average account is about $416,000, from its Form ADV (assets managed divided by 954 accounts).
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Questions about Kelli
Is Kelli Grew a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelli 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 Kelli charge for financial advice?
Kelli's firm, Beacon Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kelli Grew based?
Kelli Grew is based in Hyannis, Massachusetts.
What credentials does Kelli Grew hold?
Kelli Grew holds the CFP credential.
Is Kelli Grew registered with the SEC?
Yes. Kelli Grew is registered as an investment adviser representative in MA (CRD 6100911), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Financial Planning manage?
Beacon Financial Planning reports $397.1M across 954 accounts in assets under management.
How do I contact Kelli Grew?
Through Kelli's website, www.beaconfinancialplanning.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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