Beacon Financial Planning, LLC

Beacon Financial Planning, LLC (CRD# 121462) is a financial advisory firm headquartered in Logan, UT. They manage $47,654,140 in 394 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
95 West 100 South, Suite 210, Logan, UT 84321
https://www.facebook.com/utahfinancialplanners/
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $120,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Beacon Financial Planning, LLC
Showing 1 - 6 of 6 top financial advisors.
1
E. Grange, financial advisor Logan UT
E. V. Grange
CRD#: 2560698
95 West 100 South, Suite 210, Logan, UT 84321

E. Grange (CRD# 2560698) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 29 years of experience in the finance industry.

2
Jeffrey Salisbury, financial advisor Logan UT
Jeffrey D. Salisbury
CRD#: 3225234
95 West 100 South, Suite 210, Logan, UT 84321

Jeffrey Salisbury (CRD# 3225234) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 25 years of experience in the finance industry.

3
Nathan Salisbury, financial advisor Logan UT
Nathan T. Salisbury
CRD#: 6662761
95 West 100 South, Suite 210, Logan, UT 84321

Nathan Salisbury (CRD# 6662761) 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
Jon Shaffer, financial advisor Logan UT
Jon R. Shaffer
CRD#: 5837034
95 West 100 South, Suite 210, Logan, UT 84321

Jon Shaffer (CRD# 5837034) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 13 years of experience in the finance industry.

5
Mark Weaver, financial advisor Logan UT
Mark D. Weaver
CRD#: 4716608
95 West 100 South, Suite 210, Logan, UT 84321

Mark Weaver (CRD# 4716608) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 13 years of experience in the finance industry.

6
Ryan Whitby, financial advisor Logan UT
Ryan J. Whitby
CRD#: 5634182
95 West 100 South, Suite 210, Logan, UT 84321

Ryan Whitby (CRD# 5634182) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 15 years 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.

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