BEACON FINANCIAL PLANNING, INC
CRD #175372 SEC #801-113811 HYANNIS, MA 508-790-7039
SEC Registered
Total AUM
$388.4M
Discretionary
$388.4M
Employees
8
Clients
251
Accounts
912
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $388.4M | $388.4M | $0 | 8 | 0 |
| Apr 2025 | $388.4M | $388.4M | $0 | 8 | 0 |
| Mar 2025 | $388.4M | $388.4M | $0 | 8 | 0 |
| Sep 2024 | $311.8M | $311.8M | $0 | 7 | 0 |
| Apr 2024 | $311.8M | $311.8M | $0 | 7 | 0 |
| Mar 2024 | $311.8M | $311.8M | $0 | 7 | 0 |
| Oct 2023 | $244.4M | $244.4M | $0 | 8 | 0 |
| Aug 2023 | $244.4M | $244.4M | $0 | 8 | 0 |
| Jul 2023 | $244.4M | $244.4M | $0 | 8 | 0 |
| Mar 2023 | $244.4M | $244.4M | $0 | 8 | 0 |
| Feb 2023 | $244.4M | $244.4M | $0 | 8 | 0 |
| Sep 2022 | $260.7M | $260.7M | $0 | 7 | 5 |
| Mar 2022 | $260.7M | $260.7M | $0 | 7 | 5 |
| Mar 2021 | $207.5M | $207.5M | $0 | 7 | 5 |
| Aug 2020 | $180.3M | $180.3M | $0 | 5 | 5 |
| Jun 2020 | $180.3M | $180.3M | $0 | 5 | 5 |
| Feb 2020 | $180.3M | $180.3M | $0 | 5 | 5 |
| Apr 2019 | $136.6M | $136.6M | $0 | 3 | 5 |
| Jan 2019 | $136.6M | $136.6M | $0 | 3 | 5 |
| Oct 2018 | $139.3M | $139.3M | $0 | 4 | 289 |
| Jul 2018 | $139.3M | $139.3M | $0 | 4 | 289 |
DateOct 2025
Total AUM$388.4M
Discretionary$388.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2025
Total AUM$388.4M
Discretionary$388.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$388.4M
Discretionary$388.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$260.7M
Discretionary$260.7M
Non-Disc.$0
Employees7
Clients5
DateMar 2022
Total AUM$260.7M
Discretionary$260.7M
Non-Disc.$0
Employees7
Clients5
DateMar 2021
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees7
Clients5
DateAug 2020
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees5
Clients5
DateFeb 2020
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees5
Clients5
DateApr 2019
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees3
Clients5
DateJan 2019
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees3
Clients5
DateOct 2018
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees4
Clients289
DateJul 2018
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees4
Clients289