Beacon Financial Planners provides portfolio management, retirement planning, and complimentary financial planning services for individuals and high-net-worth clients. Founded in 2018 and led by Kristopher Etter, the firm builds individualized portfolios using asset allocation strategies and long-term investing approaches. Beacon Financial Planners also offers participant account management and can recommend third-party investment advisers when appropriate. The firm operates primarily on a fee structure based on a percentage of the value of your portfolio. In addition to investment advisory services, the firm's owner is a licensed independent insurance agent, which creates a potential conflict of interest if insurance products are recommended.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Management fees range from 0.50% to 1.25% and are negotiable based on account size. Household accounts may be aggregated to negotiate a lower fee.