BEACON FINANCIAL PLANNING, INC.

SOUTH EASTON, Massachusetts·3 registered advisors·CRD# 128757
SEC# 801-1142174508-230-3588
01

Firm Overview

AUM
$143M
Regulatory assets under management
Employees
6
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
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BEACON FINANCIAL PLANNING, INC.

3 registered advisors
Linda Barnes Gadkowski
SOUTH EASTON, Massachusetts
Peter Leo Deschenes
SOUTH EASTON, Massachusetts
Walter Kendall Herlihy
SOUTH EASTON, Massachusetts
05

Office Locations

SOUTH EASTON, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. BEACON FINANCIAL PLANNING, INC. (CRD# 128757) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.