Beacon Financial Planning, Inc
Firm details
- Headquarters
- Hyannis, Massachusetts
- CRD number
- 175372
- Registered since
- August 10, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.39%
- Individuals22.41%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beacon Financial Planning, Inc. is an independent registered investment adviser formed as a corporation and SEC-registered since 2018. The firm is owner-operated and positions itself as a capital allocator serving individual and family clients. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses, along with selecting outside managers and running educational seminars or workshops. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Beacon does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities63%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
Contacts
3 of 7
Heather Lynch
Financial AdvisorCRD 5880833
Marco Farina
ParaplannerCRD 7835619
Kathleen Kane
Partner, Vice PresidentCRD 7073181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$260M in ETFs
79%
$206M
19%
$53.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.8M | 53,211 | 15.32% |
Location
Hyannis, MA
Barnstable
Location
Hyannis, MA
Headquartered in Hyannis, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Barnstable
- Address
- 540 Main St
- Time zone
- ET (UTC-5)
- Office locations
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