Be advised. This firm is no longer registered.

Beacon Financial Planning, Inc.

Beacon Financial Planning, Inc. (CRD# 128757) is a financial advisory firm headquartered in South Easton, MA. They manage $143,203,462 in 642 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
45 Bristol Drive, Suite 101, South Easton, MA 02375
http://www.beaconfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    642
    ACCOUNTS
  • Average Account Value
    $223,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Beacon Financial Planning, Inc.
No Advisor Found.

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