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
Beacon Financial Planners, Inc.
By the Numbers
-
Total Assets Under Management15MILLION
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Total Number of Accounts149ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Beacon Financial Planners, Inc.
1
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 (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.
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