# BEACON FINANCIAL PLANNERS, INC

BEACON FINANCIAL PLANNERS, INC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 297938
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297938/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297938/similar
- Related entities: https://search.stillhousedata.com/firm/297938/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297938

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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.