E. Grange
E. Grange is a registered investment advisor at Beacon Financial Planning, LLC, based in Logan, UT, with 24 years of industry experience. E. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 126 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and the firm reserves the right to increase or decrease the fee rate based on portfolio size, complexity, and other business considerations.
Fee Estimator
Location
95 West 100 South, Suite 210, Logan, UT, 84321
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
E. is a full-time, tenured assistant professor at the School of Accountancy at Utah State University, teaching courses in taxation, financial planning, retirement planning, and estate planning. E. is also an independent insurance agent for various independent insurance companies and the chair of the board of directors at USU Community Credit Union, dedicating minimal time to the credit union.
Employment History
Current Registrations
Beacon Financial Planning, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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