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Type	Result	AUM

Beacon Retirement Planning Services Inc ✚
CRD #	110038
SEC #	801-57962
CIK #
AUM	1,304.2 M (2026-03-13)
Employees	18 (44% Investors, 67% Brokers)
Fees
Minimum
Phone	972-726-9888
Address	17300 Preston Rd, Suite 120 Dallas, TX 75252-5654
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($M) Copy

Account Minimums and Types of Clients — Form ADV Part 2A (3/13/2026) [Brochure]

Item 7: Types of Clients We offer our investment advisory services to individuals, including high net worth individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. Accounts normally need to meet a preferred minimum investment of $100,000 to be accepted for management, but such requirements differ depending upon the particular advisory program or investment strategy employed.

Firm Profile (Form ADV)
Discretionary AUM	$0.5B
Serves	Institutional, Retail, Research

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