# BEACON FINANCIAL PLANNING, INC.

BEACON FINANCIAL PLANNING, INC. of SOUTH EASTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 128757
- Type: SEC-registered investment adviser
- SEC file number: 801-114217
- Location: 45 BRISTOL DRIVE, SUITE 101, SOUTH EASTON, MA, 02375
- Phone: 508-230-3588
- Latest filing: 2019-08-02
- Regulatory AUM: $143.2M
- Discretionary AUM: $143.2M
- Clients: 6
- Accounts: 642

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HERLIHY WALTER KENDALL | DIRECTOR, CHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT, SECRETARY | — |
| DESCHENES PETER LEO | TREASURER | — |
| GADKOWSKI LINDA BARNES | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128757/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128757/similar
- Related entities: https://search.stillhousedata.com/firm/128757/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128757

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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.