Beacon Financial Planning provides financial planning and investment management services to individuals, pension plans, trusts, estates, charities, and small businesses. This includes determining financial objectives, identifying problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Beacon Financial Planning is primarily a fee-only firm, meaning it doesn't receive commissions for buying or selling investments, with a minor exception for insurance planning services.
Assets Under Management$62M
Clients126
Advisors5
Avg. per Client$490K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$80K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be increased or decreased based on portfolio size and complexity, with client consent. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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