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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERLIHY, MICHAELA, GREEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GREW, KELLI, MARIE | I | MANAGING PARTNER | D | Control |
| GREW, KELLI, MARIE | I | MANAGING PARTNER | D | Control |
| Kane, Kathleen, Erin | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Kane, Kathleen, Erin | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GREW, KELLI, MARIE | I | PARTNER | A | |
| GREW, KELLI, MARIE | I | PARTNER | A | |
| GREW, KELLI, MARIE | I | PARTNER | A | |
| GREW, KELLI, MARIE | I | PARTNER | A | |
| GREW, KELLI, MARIE | I | PARTNER | A | |
| GREW, KELLI, MARIE | I | PARTNER | A | |
| GREW, KELLI, MARIE | I | PARTNER | A | |
| Kane, Kathleen, Erin | I | PARTNER | A | |
| Kane, Kathleen, Erin | I | PARTNER | A | |
| Kane, Kathleen, Erin | I | PARTNER | A | |
| Kane, Kathleen, Erin | I | PARTNER | A | |
| Kane, Kathleen, Erin | I | PARTNER | A | |
| Kane, Kathleen, Erin | I | PARTNER | A | |
| Kane, Kathleen, Erin | I | PARTNER | A |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (5)
FL LA MA NH TX
Address
540 MAIN STREETSUITE 14
HYANNIS, MA 02601
United States
Phone: 508-790-7039