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Walter Kendall Herlihy

BEACON FINANCIAL PLANNING, INC.·SOUTH EASTON, Massachusetts
Clean recordBEACON FINANCIAL PLANNING, INC.
45 BRISTOL DRIVE, SOUTH EASTON, MA 02375CRD# 1190239Firm CRD# 128757

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Walter Kendall Herlihy · SOUTH EASTON, MA
Registration
CRD #1190239 · BEACON FINANCIAL PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Walter Kendall Herlihy is a registered financial advisor based in SOUTH EASTON, 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
$143M
Regulatory assets under management
Employees
6
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
Hourly charges
Regulatory
SEC/IARD CRD# 1190239
Firm CRD# 128757
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Walter Kendall Herlihy offer?
Walter Kendall Herlihy specializes in Financial Planning, Investment Management. Contact their office in SOUTH EASTON, Massachusetts for a consultation.
What are Walter Kendall Herlihy's credentials?
Walter Kendall Herlihy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Kendall Herlihy located?
Walter Kendall Herlihy is based in SOUTH EASTON, Massachusetts, working with BEACON FINANCIAL PLANNING, INC.. Their office serves clients in the SOUTH EASTON metropolitan area and surrounding communities.
How does Walter Kendall Herlihy charge for services?
Walter Kendall Herlihy's firm is compensated through percentage of aum, hourly charges. 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 6 employees and manages $143M 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.

Linda Barnes Gadkowski
SOUTH EASTON, MA
Peter Leo Deschenes
SOUTH EASTON, MA

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Research
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