BEACON RETIREMENT PLANNING SERVICES INC.
Legal name: BEACON FINANCIAL GROUP
CRD #110038 SEC #801-57962 DALLAS, TX 972-726-9888
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
18
Clients
26
Accounts
2,121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $0 | 18 | 0 |
| Aug 2025 | $1.1B | $1.1B | $0 | 16 | 0 |
| Jul 2025 | $1.1B | $1.1B | $0 | 16 | 0 |
| Apr 2025 | $1.1B | $1.1B | $0 | 15 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 15 | 0 |
| Apr 2024 | $1B | $1B | $0 | 15 | 0 |
| Mar 2024 | $1B | $1B | $0 | 14 | 0 |
| Jan 2024 | $942.5M | $942.5M | $0 | 14 | 0 |
| Jul 2023 | $942.5M | $942.5M | $0 | 15 | 0 |
| May 2023 | $942.5M | $942.5M | $0 | 14 | 0 |
| Apr 2023 | $942.5M | $942.5M | $0 | 15 | 0 |
| Feb 2023 | $942.5M | $942.5M | $0 | 15 | 0 |
| Jul 2022 | $1B | $1B | $0 | 15 | 0 |
| Feb 2022 | $1B | $1B | $0 | 16 | 0 |
| Dec 2021 | $865.9M | $865.9M | $0 | 16 | 0 |
| Nov 2021 | $865.9M | $865.9M | $0 | 16 | 0 |
| Oct 2021 | $865.9M | $865.9M | $0 | 15 | 0 |
| Mar 2021 | $865.9M | $865.9M | $0 | 15 | 0 |
| May 2020 | $798.8M | $798.8M | $0 | 15 | 0 |
| Mar 2020 | $798.8M | $798.8M | $0 | 15 | 0 |
| Sep 2019 | $689.1M | $689.1M | $0 | 13 | 1 |
| Aug 2019 | $689.1M | $689.1M | $0 | 13 | 1 |
| Jul 2019 | $689.1M | $689.1M | $0 | 13 | 1 |
| Apr 2019 | $689.1M | $689.1M | $0 | 13 | 1 |
| Feb 2019 | $689.1M | $689.1M | $0 | 13 | 1 |
| Feb 2019 | $689.1M | $689.1M | $0 | 13 | 1 |
| Nov 2018 | $763.8M | $763.8M | $0 | 13 | 1 |
| Apr 2018 | $791.9M | $791.9M | $0 | 11 | 0 |
| Mar 2017 | $692.4M | $692.4M | $0 | 11 | 1,000 |
| Jul 2016 | $603.5M | $603.5M | $0 | 10 | 1,000 |
| Mar 2016 | $603.5M | $603.5M | $0 | 10 | 1,000 |
| Apr 2015 | $611.8M | $611.8M | $0 | 10 | 1,000 |
| Nov 2014 | $684.7M | $684.7M | $0 | 8 | 877 |
| Apr 2014 | $684.7M | $684.7M | $0 | 8 | 877 |
| Aug 2013 | $453.2M | $453.2M | $0 | 8 | 877 |
| Mar 2013 | $453.2M | $453.2M | $0 | 8 | 877 |
| Jul 2012 | $412M | $412M | $0 | 11 | 625 |
| Apr 2012 | $328M | $328M | $0 | 11 | 500 |
| Aug 2011 | $207.8M | $207.8M | $0 | -- | -- |
| Apr 2011 | $207.8M | $207.8M | $0 | -- | -- |
| Jan 2011 | $179.7M | $179.7M | $0 | -- | -- |
| Jan 2011 | $179.7M | $179.7M | $0 | -- | -- |
| Jul 2010 | $179.7M | $179.7M | $0 | -- | -- |
| Jun 2010 | $179.7M | $179.7M | $0 | -- | -- |
| Jun 2010 | $179.7M | $179.7M | $0 | -- | -- |
| Apr 2010 | $179.7M | $179.7M | $0 | -- | -- |
| Apr 2010 | $179.7M | $179.7M | $0 | -- | -- |
| Apr 2010 | $179.7M | $179.7M | $0 | -- | -- |
| Apr 2009 | $116.4M | $116.4M | $0 | 10 | -- |
| Mar 2007 | $138.6M | $137.7M | $956.7K | 10 | -- |
| Mar 2007 | $131.2M | $131.2M | $0 | 10 | -- |
| Apr 2004 | $68.7M | $45.4M | $23.3M | 5 | -- |
| Mar 2002 | $42.5M | $34.5M | $8.1M | 5 | -- |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients0
DateJan 2024
Total AUM$942.5M
Discretionary$942.5M
Non-Disc.$0
Employees14
Clients0
DateJul 2023
Total AUM$942.5M
Discretionary$942.5M
Non-Disc.$0
Employees15
Clients0
DateMay 2023
Total AUM$942.5M
Discretionary$942.5M
Non-Disc.$0
Employees14
Clients0
DateApr 2023
Total AUM$942.5M
Discretionary$942.5M
Non-Disc.$0
Employees15
Clients0
DateFeb 2023
Total AUM$942.5M
Discretionary$942.5M
Non-Disc.$0
Employees15
Clients0
DateJul 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees15
Clients0
DateFeb 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees16
Clients0
DateDec 2021
Total AUM$865.9M
Discretionary$865.9M
Non-Disc.$0
Employees16
Clients0
DateNov 2021
Total AUM$865.9M
Discretionary$865.9M
Non-Disc.$0
Employees16
Clients0
DateOct 2021
Total AUM$865.9M
Discretionary$865.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$865.9M
Discretionary$865.9M
Non-Disc.$0
Employees15
Clients0
DateMay 2020
Total AUM$798.8M
Discretionary$798.8M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$798.8M
Discretionary$798.8M
Non-Disc.$0
Employees15
Clients0
DateSep 2019
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees13
Clients1
DateAug 2019
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees13
Clients1
DateJul 2019
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees13
Clients1
DateApr 2019
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees13
Clients1
DateFeb 2019
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees13
Clients1
DateFeb 2019
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees13
Clients1
DateNov 2018
Total AUM$763.8M
Discretionary$763.8M
Non-Disc.$0
Employees13
Clients1
DateApr 2018
Total AUM$791.9M
Discretionary$791.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$692.4M
Discretionary$692.4M
Non-Disc.$0
Employees11
Clients1,000
DateJul 2016
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees10
Clients1,000
DateMar 2016
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees10
Clients1,000
DateApr 2015
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees10
Clients1,000
DateNov 2014
Total AUM$684.7M
Discretionary$684.7M
Non-Disc.$0
Employees8
Clients877
DateApr 2014
Total AUM$684.7M
Discretionary$684.7M
Non-Disc.$0
Employees8
Clients877
DateAug 2013
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees8
Clients877
DateMar 2013
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees8
Clients877
DateJul 2012
Total AUM$412M
Discretionary$412M
Non-Disc.$0
Employees11
Clients625
DateApr 2012
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees11
Clients500
DateAug 2011
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$138.6M
Discretionary$137.7M
Non-Disc.$956.7K
Employees10
Clients--
DateMar 2007
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$68.7M
Discretionary$45.4M
Non-Disc.$23.3M
Employees5
Clients--
DateMar 2002
Total AUM$42.5M
Discretionary$34.5M
Non-Disc.$8.1M
Employees5
Clients--