Assets Under Management
$19.5M
Number of Clients
79
Number of Advisors
1
Average Client AUM
$247K
AUM per Advisor
$19.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beacon Financial Planners, Inc. provides financial planning services to evaluate a client’s financial situation, goals, and risk tolerance. They also offer portfolio management services, assisting with the ongoing management of a client’s investment accounts. They recommend third-party investment advisers and offer retirement plan services for business clients.
2525 Robinhood St, Suite 210, Houston, TX, 77005