BEACON FINANCIAL PLANNING, INC of HYANNIS, MA is an SEC-registered investment adviser (CRD 175372). Regulatory assets under management: $397.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Kathleen Erin Kane | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; PARTNER | — |
| Kelli Marie Grew | MANAGING PARTNER; PARTNER | — |
| Michaela Green Herlihy | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HERLIHY MICHAELA GREEN | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Kane Kathleen Erin | PARTNER | — |
| GREW KELLI MARIE | PARTNER | — |