Beacon Financial Planning, Inc.
Hyannis, Massachusetts
Beacon Financial Planning, Inc. at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 9 employees and 316 individual clients, 131 of them high net worth.
- Its average account is about $416,000 (assets it manages divided by its 954 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Hyannis, Massachusetts |
|---|---|
| Website | beaconfinancialplanning.com |
| [email protected] | |
| Phone | (508) 790-7039 |
Questions about Beacon Financial Planning, Inc.
How is Beacon Financial Planning, Inc. paid?
Beacon Financial Planning, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Beacon Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Beacon Financial Planning, Inc., and 2 hold the CFP.
What is the average account at Beacon Financial Planning, Inc.?
Beacon Financial Planning, Inc.'s average account is about $416,000. That's the assets on its Form ADV divided by its 954 accounts.
What does Beacon Financial Planning, Inc. specialize in?
Beacon Financial Planning, Inc.'s advisors and website list estate & legacy planning and small business owners.
Beacon Financial Planning, Inc. fees
Beacon Financial Planning, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $397 million |
| Individual clients | 185 |
| High-net-worth clients | 131 |
| Accounts managed | 954 |
| Employees | 9 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-113811) |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 175372 |
Advisors at this firm (6)
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