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BEACON FINANCIAL PLANNING, INC

HYANNIS, MA · CRD 175372 · IAPD ↗ · beaconfinancialplanning.com · 508-790-7039

$397.1MRegulatory AUM
6Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — BEACON FINANCIAL PLANNING, INC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — BEACON FINANCIAL PLANNING, INC now reports custody of client assets ($10.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2024 — BEACON FINANCIAL PLANNING, INC reported RAUM up 28% ($244.4M -> $311.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.