BEACON FINANCIAL PLANNERS, INC

BEACON FINANCIAL PLANNERS, INC of HOUSTON, TX is an SEC-registered investment adviser (CRD 297938). Regulatory assets under management: $31.0M.

Registration

• CRD: 297938
• Type: Registered investment adviser
• Location: 2525 ROBINHOOD ST, HOUSTON, TX, 77005
• Phone: 281-953-7442
• Latest filing: 2026-03-31
• Regulatory AUM: $31.0M
• Non-discretionary AUM: $31.0M
• Clients: 3
• Accounts: 196

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297938 on SEC IAPD (source of record)
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