Advisor at Beacon Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Beacon Financial Advisors, LLC
Location
Independence, MO
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Kristine Mckinley is a CFP® with 23 years of experience in financial advisory services. She founded Beacon Financial Advisors, LLC in 2002, where she serves as the sole advisor. In addition to her advisory work, she produces educational ebooks, reports, and teleseminars on personal finance topics through a separate business entity, KAM Financial Publishing, LLC. Beacon Financial Advisors provides financial planning, consultations, and tax preparation for individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on comprehensive planning and written recommendations without managing client assets, operating with an hourly billing model rather than asset-based fees.
Based on Beacon Financial Advisors, LLC
$200 per hour for Financial Planning and Consultation services; $100 per hour for Tax Preparation services
Fee-only: $200 per hour for Financial Planning and Consultation services; $100 per hour for Tax Preparation services
Independence, MO
Kansas · Missouri · Texas
Beacon Financial Advisors, LLC
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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