{
  "crd_number": 175372,
  "slug": "beacon-financial-planning-inc-hyannis-ma-175372",
  "primary_business_name": "BEACON FINANCIAL PLANNING, INC",
  "legal_name": "BEACON FINANCIAL PLANNING, INC",
  "dbas": [],
  "city": "Hyannis",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "12700",
  "metro": {
    "cbsa_code": "12700",
    "common_name": "Barnstable Town",
    "msa_name": "Barnstable Town, MA",
    "path": "/advisors/ma/barnstable-town"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-08-10",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 397111083.0,
  "raum_discretionary": 397111083.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 778020.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 88992163.0,
      "count": 185
    },
    "high_net_worth_individuals": {
      "raum": 307340900.0,
      "count": 131
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "MA",
    "NH",
    "TX"
  ],
  "websites": [
    "https://beaconfinancialplanning.com",
    "https://facebook.com/BeaconFinancialPlanning",
    "https://instagram.com/beacon_financial_planning",
    "https://linkedin.com/company/beacon-financial-planning"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175372",
  "city_as_filed": "HYANNIS",
  "url": "https://advisorcensus.com/firm/beacon-financial-planning-inc-hyannis-ma-175372",
  "display_name": "Beacon Financial Planning, Inc",
  "summary": "Beacon Financial Planning, Inc is an SEC-registered investment advisory firm in Hyannis, MA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.",
  "citation": "AdvisorCensus. Beacon Financial Planning, Inc (CRD 175372): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Beacon Financial Planning, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beacon Financial Planning, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Beacon Financial Planning, Inc located?",
      "a": "Beacon Financial Planning, Inc's principal office is in Hyannis, MA, according to its Form ADV."
    },
    {
      "q": "Is Beacon Financial Planning, Inc registered with the SEC or a state?",
      "a": "Beacon Financial Planning, Inc is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 175372."
    },
    {
      "q": "How much does Beacon Financial Planning, Inc manage?",
      "a": "Beacon Financial Planning, Inc reports $397,111,083 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Beacon Financial Planning, Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Beacon Financial Planning, Inc: Regulatory assets under management: $207,479,961 in the October 2021 data and $397,111,083 in the October 2026 data, up 91%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beacon Financial Planning, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (185); high net worth individuals (131)."
    },
    {
      "q": "Which custodians does Beacon Financial Planning, Inc use?",
      "a": "Beacon Financial Planning, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beacon Financial Planning, Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175372"
    },
    {
      "q": "Does Beacon Financial Planning, Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 14, 2026 says: \"Beacon generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process for new clients. The minimum can be waived at the sole discretion of the Advisor.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 207479961.0,
      "total_employees": 7,
      "filing_date": "2021-03-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 260657661.0,
      "total_employees": 7,
      "filing_date": "2022-09-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 244402835.0,
      "total_employees": 8,
      "filing_date": "2023-08-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 311752023.0,
      "total_employees": 7,
      "filing_date": "2024-09-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 388356515.0,
      "total_employees": 8,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 397111083.0,
      "total_employees": 9,
      "filing_date": "2026-08-14"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 14, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Beacon generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process for new clients. The minimum can be waived at the sole discretion of the Advisor."
        ]
      }
    ],
    "quotes": [
      "Beacon generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process for new clients. The minimum can be waived at the sole discretion of the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/beacon-financial-planning-inc-hyannis-ma-175372.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 185,
      "fewer_than_5": false,
      "raum": 88992163.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 131,
      "fewer_than_5": false,
      "raum": 307340900.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 778020.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175372",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}