Kelli Grew, financial advisor Hyannis MA

Kelli Grew

CRD Number: 6100911
Current Firm: Beacon Financial Planning, Inc.

Kelli Grew (CRD# 6100911) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Hyannis, MA and has over 10 years of experience in the finance industry. Kelli Grew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Beacon Financial Planning Of Cape Cod Hyannis, MA Apr 2019 - Current 4
Highsight, Llc Dba Aafcpas Wealth Management Westborough, MA Jul 2012 - Mar 2019 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Kelli M. Grew
Phone Number: 508-790-7039
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    312
    MILLIONS
  • Total Number of Accounts
    912
    ACCOUNTS
  • Average Account Value
    $341,833
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
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, NH, TX

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