BEACON FINANCIAL PLANNING, INC

HYANNIS, Massachusetts·3 registered advisors·CRD# 175372
SEC# 801-1138111508-790-7039
01

Firm Overview

AUM
$312M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BEACON FINANCIAL PLANNING, INC

3 registered advisors
Kathleen Erin Kane
HYANNIS, Massachusetts
Kelli Marie Grew
HYANNIS, Massachusetts
Michaela Green Herlihy
HYANNIS, Massachusetts
05

Office Locations

HYANNIS, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. BEACON FINANCIAL PLANNING, INC (CRD# 175372) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.