Beacon Financial Planners, Inc.

Beacon Financial Planners, Inc. (CRD# 297938) is a financial advisory firm headquartered in Houston, TX. They manage $14,587,881 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2525 Robinhood St, Suite 210, Houston, TX 77005
http://beaconfinancialplanners.com/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $97,905
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Beacon Financial Planners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kristopher Etter, financial advisor Houston TX
Kristopher F. Etter
CRD#: 4562123
2525 Robinhood St, Suite 210, Houston, TX 77005

Kristopher Etter (CRD# 4562123) is an Investment Advisor Representative working at Beacon Financial Planners, Inc. in Houston, TX and has over 20 years of experience in the finance industry.

2
Jagger Barrett, financial advisor Houston TX
Jagger M. Barrett
CRD#: 7859514
2525 Robinhood St, Suite 210, Houston, TX 77005

Jagger Barrett (CRD# 7859514) is an Investment Advisor Representative working at Beacon Financial Planners, Inc. in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals