# Beacon Financial Planning

Beacon Financial Planning is a RIA based in Hyannis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Hyannis, United States
- **Region:** North America
- **Address:** Hyannis, MA, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** beaconfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/beacon-financial-planning

## Regulatory record

- **CRD number:** 340096
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340096

## About

Beacon Financial Planning was established in 1990 as a Massachusetts wealth manager. It provides financial planning, investment planning, and portfolio management to individuals, high-net-worth individuals, trusts, and corporations. The firm executes through direct advisory relationships. No asset-class allocations, named portfolio holdings, co-investors, or geographic deployment beyond the United States headquarters appear in available records. No team size, additional offices, or operational events from the last 24 months are recorded. Adjacent vehicles such as foundations or clubs are not disclosed. The firm operates as a standalone RIA without evident hybrid structures, succession details, or club-based sourcing models.

## Questions

### Who runs investment decisions at Beacon Financial Planning?

No named principals or CIO appear in public records.

### Does Beacon Financial Planning participate in fund commitments or only direct deals?

Available information shows only direct advisory and portfolio management services.

## Related profiles

- [Beacon Equity Partners](https://altss.com/profile/beacon-equity-partners)
- [Beacon Harbor Wealth Advisors](https://altss.com/profile/beacon-harbor-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/beacon-financial-planning

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