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⚲
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| Beacon Financial Planning Inc
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|
|---|---|
| CRD # | 175372 |
| SEC # | 801-113811 |
| CIK # | 0001966066 |
| AUM | $397.1 M (2026-03-11) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 508-790-7039 |
| Address | 540 Main Street Hyannis, MA 02601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Health Care REIT Inc /DE/ | 8.4 | ||
| Tesla Motors Inc | 6.6 | ||
| Nvidia Corp | 2.8 | ||
| Apple Inc | 1.8 | ||
| Intuitive Surgical Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 89.0 |
| (b) Individuals (high net worth individuals) | 131 | 307.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 954 | 397.1 |
| By Discretionary | ||
| Discretionary | 954 | 397.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 954 | 397.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.1 | |
| Total | 954 | 397.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966066] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Raleigh Capital Management Inc
✚
|
NC | 0.4 |
|
Webb Advisors Incorporated
✚
|
MN | 0.4 |
|
Howard Wealth Management LLC
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|
0.4 | |
|
Fortune Wealth Management LLC
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|
TX | 0.4 |
|
West Ridge Advisors LLC
✚
|
NV | 0.4 |
|
ECIO Inc
✚
|
WI | 0.4 |
|
MOR Wealth Management LLC
✚
|
PA | 0.4 |
|
Clarion Wealth Management Partners LLC
✚
|
VA | 0.4 |
|
Abich Financial Wealth Management LLC
✚
|
VA | 0.4 |
|
Familywealth Advisers LLC
✚
|
FL | 0.4 |