# BEACON FINANCIAL PLANNING, LLC

BEACON FINANCIAL PLANNING, LLC of LOGAN, UT is an SEC-registered investment adviser.

## Registration

- CRD: 121462
- Type: SEC-registered investment adviser
- Location: 95 WEST 100 SOUTH, LOGAN, UT, 84321-5811
- Phone: 435-752-6496
- Latest filing: 2025-06-12
- Regulatory AUM: $62.1M
- Discretionary AUM: $38.6M
- Non-discretionary AUM: $23.4M
- Clients: 6
- Accounts: 397

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121462/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121462/similar
- Related entities: https://search.stillhousedata.com/firm/121462/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121462

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.