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Michaela Green Herlihy

BEACON FINANCIAL PLANNING, INC·HYANNIS, Massachusetts
Clean recordBEACON FINANCIAL PLANNING, INC
540 MAIN STREET, HYANNIS, MA 02601CRD# 5309597Firm CRD# 175372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michaela Green Herlihy · HYANNIS, MA
Registration
CRD #5309597 · BEACON FINANCIAL PLANNING, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michaela Green Herlihy is a registered financial advisor based in HYANNIS, Massachusetts, affiliated with BEACON FINANCIAL PLANNING, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BEACON FINANCIAL PLANNING, INC
BEACON FINANCIAL PLANNING, INC
AUM
$312M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BEACON FINANCIAL PLANNING, INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5309597
Firm CRD# 175372
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michaela Green Herlihy offer?
Michaela Green Herlihy specializes in Financial Planning, Investment Management. Contact their office in HYANNIS, Massachusetts for a consultation.
What are Michaela Green Herlihy's credentials?
Michaela Green Herlihy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michaela Green Herlihy located?
Michaela Green Herlihy 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 Michaela Green Herlihy charge for services?
Michaela Green Herlihy'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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Other Advisors at BEACON FINANCIAL PLANNING, INC

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HYANNIS, MA
Kathleen Erin Kane
HYANNIS, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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