Kelli Grew is a CFP-designated registered investment advisor at Beacon Financial Planning, INC, based in Hyannis, MA, with 13 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 316 clients with $400M 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 | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Accounts below $500,000 are subject to a flat fee of $5,000. Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
540 Main Street, Suite 14, Hyannis, MA, 02601
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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 →Employment History
Current Registrations
Beacon Financial Planning, INC
Previous Registrations
Aafcpas Wealth Management
State Registrations1 state
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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