Investment adviser · CRD 175372
BEACON FINANCIAL PLANNING, INC
Investment adviser filing (IA)
HYANNIS, MA, United States · Form ADV filed Aug 14, 2026
- Regulatory AUM
- $397M Form ADV · Item 5.F
- Client accounts
- 954 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 131 | $307,340,900 | 77.4% |
| Individuals | 185 | $88,992,163 | 22.4% |
| Charities | Fewer than 5 | $778,020 | 0.2% |
Filing source
Form ADV 2126117 · Aug 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
540 MAIN STREET, SUITE 14HYANNIS, MA, 02601, United States
CRD 175372
Filing source
Form ADV 2126117 · Aug 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.