# Beacon Financial Partners

> Beacon Financial Partners is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 135626
- Filed as: BEACON FINANCIAL PARTNERS
- Legal name: Beacon Financial Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135626
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-financial-partners-135626

## Quick answers

**How is Beacon Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Beacon Financial Partners registered with the SEC or a state?**
Beacon Financial Partners is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 135626.

**How much does Beacon Financial Partners manage?**
Beacon Financial Partners reports $27,600,000 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Beacon Financial Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (11).

**Does Beacon Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135626

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $27,600,000
- Discretionary: $27,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,000,000 |
| High net worth individuals | 15 | $23,600,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Financial Partners (CRD 135626): Form ADV filing data as of October 2026.