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Beacon Financial Planning, Inc

● SEC registered since 2018CRD 175372SEC# 801-113811Hyannis, MA
Export (members)
Reg. AUM
$388.4M
Employees
8
Accounts
912
Location
Hyannis, MA

Beacon Financial Planning, Inc assets under management

Beacon Financial Planning, Inc is an SEC-registered investment adviser based in Hyannis, MA. The firm has been registered since 2018. It reports $388.4 million in regulatory assets under management and employs 8 people.
www.beaconfinancialplanning.comView on SEC.gov ↗

Beacon Financial Planning, Inc owners & executives

2 reported
NameTitleOwnershipSince
Kathleen Erin Kane ControlManaging Partner And Chief Compliance Officer50-75%2023
Kelli Marie Grew ControlManaging Partner50-75%2023

Frequently asked questions

How much does Beacon Financial Planning, Inc manage?

Beacon Financial Planning, Inc reports $388.4 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Financial Planning, Inc have?

Beacon Financial Planning, Inc reports 8 employees.

Where is Beacon Financial Planning, Inc located?

Beacon Financial Planning, Inc is based in Hyannis, MA and has been SEC-registered since 2018.

Does Beacon Financial Planning, Inc disclose fund performance?

Beacon Financial Planning, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address540 Main Street, Suite 14, Hyannis, MA 02601
Phone508-790-7039
Fax617-334-7967
Office hours9 a.m. To 5 p.m.
SEC regionBoston Regional Office (BRO)
CIK1966066
Discloses disciplinary historyNo

Assets under management

Discretionary$388.4M
Non-discretionary$0
Total (RAUM)$388.4M