Beacon Financial Planning, LLC

Beacon Financial Planning, LLC (CRD# 121462) is a financial advisory firm headquartered in Logan, UT. They manage $35,898,540 in 382 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $93,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Beacon Financial Planning, LLC
Showing 1 - 5 of 5 top financial advisors.
1
E. V. Grange
CRD#: 2560698
95 West 100 South, Suite 210, Logan, UT 84321
93
Wealthminder
score

E. Grange (CRD# 2560698) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 22 years of experience in the finance industry.

2
Jeffrey D. Salisbury
CRD#: 3225234
95 West 100 South, Suite 210, Logan, UT 84321
93
Wealthminder
score

Jeffrey Salisbury (CRD# 3225234) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 18 years of experience in the finance industry.

3
Jon R. Shaffer
CRD#: 5837034
95 West 100 South, Suite 210, Logan, UT 84321
93
Wealthminder
score

Jon Shaffer (CRD# 5837034) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 7 years of experience in the finance industry.

4
Mark D. Weaver
CRD#: 4716608
95 West 100 South, Suite 210, Logan, UT 84321
93
Wealthminder
score

Mark Weaver (CRD# 4716608) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 6 years of experience in the finance industry.

5
Ryan J. Whitby
CRD#: 5634182
95 West 100 South, Suite 210, Logan, UT 84321
93
Wealthminder
score

Ryan Whitby (CRD# 5634182) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 8 years of experience in the finance industry.

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