Firm
Beacon Financial Planning
Logan, Utah
Fee-only
Beacon Financial Planning at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 6 employees and 126 individual clients, 18 of them high net worth.
- Its average account is about $156,000 (assets it manages divided by its 397 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Logan, Utah |
|---|---|
| Website | independent401kadvisors.com |
| Phone | (435) 752-6496 |
Beacon Financial Planning fees
Beacon Financial Planning 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $62 million |
| Individual clients | 108 |
| High-net-worth clients | 18 |
| Accounts managed | 397 |
| Employees | 6 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 12, 2025 |
| SEC record | CRD 121462 |