Beacon Financial Partners
RIASEC Registered
Total AUM
$27.6M
Discretionary
$27.6M
100% of AUM
Avg account
$1.1M
Accounts
26
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 135626
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.51%
- Individuals14.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Beacon Financial Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals, families and small-business owners with financial planning and portfolio management. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. Beacon does not identify as an active ESG investor and is not listed as a multi‑state adviser in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Carl Carpenter
PresidentCRD 4962762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Olson Tax & Financial Planning
RIAAUM $27.6MREPS 2
Sample Financial Solutions, LLC
RIAAUM $27.6MTEAM 1REPS 1
Triflame Capital
RIARoseville, CA
AUM $27.6MTEAM 1REPS 1
Lach Financial
RIALouisville, KY
AUM $27.6MTEAM 1REPS 1
LAI Capital Management LLC
RIAIrvine, CA
AUM $27.6MTEAM 1REPS 1
Retirement Solutions LLC
RIALos Angeles, CA
AUM $27.6MTEAM 1REPS 1