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, privately owned registered investment adviser that began SEC registration in 2018. The firm focuses on individuals and families, offering comprehensive financial planning alongside discretionary portfolio management for individuals and small businesses. Its service mix includes selecting third‑party advisers and running educational seminars and workshops, and the firm describes itself as a capital allocator — it places client capital with external managers when appropriate. Fee arrangements combine a percentage of assets under management with fixed fees. Beacon does not identify as an active ESG investor and does not appear to operate 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 6
Kathleen Kane
Partner, Vice PresidentCRD 7073181
Kelli Grew
Partner, Vice PresidentCRD 6100911
Katherine Dimascolo
Financial AdvisorCRD 5569104
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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