Beacon Financial Planning, Inc
Beacon Financial Planning, Inc is an SEC-registered wealth manager in Hyannis, MA with $397.1M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Beacon Financial Planning, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175372, SEC 801-113811, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $397.1M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Hyannis, MA
- Employees
- 9
- Clients
- 316
- CRD
- 175372
- Ownership
- Kane, Kathleen, Erin; GREW, KELLI, MARIE; HERLIHY, MICHAELA, GREEN
How much AUM does Beacon Financial Planning, Inc have?
Beacon Financial Planning, Inc reported $397.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Beacon Financial Planning, Inc?
Disclosed owners and executives of Beacon Financial Planning, Inc include Kane, Kathleen, Erin, GREW, KELLI, MARIE, HERLIHY, MICHAELA, GREEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.