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, SEC-registered advisory corporation that began registration in 2018 and is owned by an individual. The firm works primarily with individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its service set includes selecting third-party advisers and running educational seminars or workshops. Fee arrangements combine a percentage-of-AUM model with some fixed-fee engagements. Beacon identifies as a capital allocator but does not position itself as an ESG-focused or multi-state 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 6Heather 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 60Active vs passive
$228M in ETFs
76%
$174M
21%
$54.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $35.6M | 54,553 | 15.62% |
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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