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Building 2BEACON FINANCIAL PLANNING, INC.

Map pinSOUTH EASTON, MA
Phone508-230-3588
NotebookSEC #801-114217
Total AUM
$143.2M
Employees
6
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 BRISTOL DRIVE
SUITE 101
SOUTH EASTON
MA 02375
United States
Operating Hours
9 TO 5 PM
Monday - Friday
Phone
508-230-3588
Other Offices
4

ReceiptFinancials

Total AUM
$143.2M
Accounts
642
Discretionary
$143.2M
Accounts
642
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
217
AUM
$63.6M
HNW Individual Clients
37
AUM
$74M
Pension/Profit Sharing Plan Clients
5
AUM
$5.1M
Charitable Organization Clients
2
AUM
$548K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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