BEACON FINANCIAL PLANNING, LLC

BEACON FINANCIAL PLANNING, LLC of LOGAN, UT is an SEC-registered investment adviser (CRD 121462). Regulatory assets under management: $62.1M.

Registration

• CRD: 121462
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121462 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search