# Beacon Financial Planning, Inc

> 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.

- CRD: 175372
- Filed as: BEACON FINANCIAL PLANNING, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hyannis, MA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175372
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-financial-planning-inc-hyannis-ma-175372

## Quick answers

**How is Beacon Financial Planning, Inc compensated?**
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).

**Where is Beacon Financial Planning, Inc located?**
Beacon Financial Planning, Inc's principal office is in Hyannis, MA, according to its Form ADV.

**Is Beacon Financial Planning, Inc registered with the SEC or a state?**
Beacon Financial Planning, Inc is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 175372.

**How much does Beacon Financial Planning, Inc manage?**
Beacon Financial Planning, Inc reports $397,111,083 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**How have Beacon Financial Planning, Inc's assets and staff changed since 2021?**
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.

**What types of clients does Beacon Financial Planning, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (185); high net worth individuals (131).

**Which custodians does Beacon Financial Planning, Inc use?**
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.

**Does Beacon Financial Planning, Inc report any disciplinary disclosures?**
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

**Does Beacon Financial Planning, Inc state an account minimum?**
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."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $397,111,083
- Discretionary: $397,111,083
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 185 | $88,992,163 |
| High net worth individuals | 131 | $307,340,900 |
| Charitable organizations | Fewer than 5 | $778,020 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconfinancialplanning.com
- Facebook @BeaconFinancialPlanning
- Instagram @beacon_financial_planning
- LinkedIn @beacon-financial-planning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $207,479,961 | 7 | March 10, 2021 |
| October 2022 | $260,657,661 | 7 | September 14, 2022 |
| October 2023 | $244,402,835 | 8 | August 31, 2023 |
| October 2024 | $311,752,023 | 7 | September 5, 2024 |
| October 2025 | $388,356,515 | 8 | April 8, 2025 |
| October 2026 | $397,111,083 | 9 | August 14, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Financial Planning, Inc (CRD 175372): Form ADV filing data as of October 2026.