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Kelli Marie Grew

BEACON FINANCIAL PLANNING, INC·HYANNIS, Massachusetts
Series 65Clean record13 years registeredBEACON FINANCIAL PLANNING, INC
540 MAIN STREET, HYANNIS, MA 02601CRD# 6100911Firm CRD# 175372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelli Marie Grew · HYANNIS, MA
Registration
CRD #6100911 · BEACON FINANCIAL PLANNING, INC · 13 years registered
Brand Profile
Not yet started
01

Career History

BEACON FINANCIAL PLANNING, INC
Apr 2019 – present
AAFCPAS WEALTH MANAGEMENT
Jul 2013 – Mar 2019
WESTBOROUGH, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 1, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEACON FINANCIAL PLANNING, INC
CRD 175372 · SEC 801-113811
AUM
$312M
Regulatory assets under management
Employees
7
912 client accounts
Services offered by BEACON FINANCIAL PLANNING, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BEACON FINANCIAL PLANNING, INC →
Introduction

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05

Frequently Asked Questions

What services does Kelli Marie Grew offer?
Kelli Marie Grew specializes in Financial Planning, Investment Management. Contact their office in HYANNIS, Massachusetts for a consultation.
What are Kelli Marie Grew's credentials?
Kelli Marie Grew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelli Marie Grew located?
Kelli Marie Grew is based in HYANNIS, Massachusetts, working with BEACON FINANCIAL PLANNING, INC. Their office serves clients in the HYANNIS metropolitan area and surrounding communities.
How does Kelli Marie Grew charge for services?
Kelli Marie Grew's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON FINANCIAL PLANNING, INC?
BEACON FINANCIAL PLANNING, INC has approximately 7 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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HYANNIS, MA
Kathleen Erin Kane
HYANNIS, MA

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Nearby cities in Massachusetts
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Research
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