# BEACON FINANCIAL PLANNING, INC

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

## Registration

- CRD: 175372
- Type: SEC-registered investment adviser
- SEC file number: 801-113811
- Location: 540 MAIN STREET, SUITE 14, HYANNIS, MA, 02601
- Phone: 508-790-7039
- Latest filing: 2026-03-11
- Regulatory AUM: $397.1M
- Discretionary AUM: $397.1M
- Clients: 9
- Accounts: 954

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Kathleen Erin Kane](https://search.stillhousedata.com/person/681337) | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; PARTNER | — |
| [Kelli Marie Grew](https://search.stillhousedata.com/person/681338) | MANAGING PARTNER; PARTNER | — |
| [Michaela Green Herlihy](https://search.stillhousedata.com/person/701120) | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [HERLIHY MICHAELA GREEN](https://search.stillhousedata.com/person/847274) | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [Kane Kathleen Erin](https://search.stillhousedata.com/person/878408) | PARTNER | — |
| [GREW KELLI MARIE](https://search.stillhousedata.com/person/878409) | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175372/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175372/similar
- Related entities: https://search.stillhousedata.com/firm/175372/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175372

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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.