Beacon Financial Planners, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,231,030
Clients
64
9% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
64
HighAverage account size
$191,110
About
The firm serves individual and high-net-worth clients and also provides retirement plan consulting to businesses, including ERISA and participant account management. Its services include comprehensive financial planning (cash flow, tax, insurance, Social Security/Medicare, estate planning) and ongoing portfolio management implemented through percentage-of-assets billing.
Investment decisions are guided by an asset-allocation framework and a buy-and-hold orientation with periodic rebalancing, using mutual funds, interval funds, stocks and other common instruments and a stated acknowledgement of the associated risks. The firm reports managing its assets on a non-discretionary basis and may recommend third-party advisers or use a third‑party platform to manage held-away participant accounts and effect rebalances.
Notable distinctions include the firm’s owner operating as a licensed insurance agent and a licensed real estate agent and disclosing the receipt of commissions for insurance sales, which creates an additional revenue stream separate from advisory fees. The firm also discloses sharing a portion of some third‑party advisers’ management fees (up to 50%), and the combination of fee‑sharing arrangements with predominantly non‑discretionary assets is a feature clients may want to consider when evaluating potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Social Security optimization
Income planning
Medicare planning
Retirement plans for business owners (SEP, solo 401k)
Fee options
0.50% to 1.25%, negotiable based on account size
Account minimum: $500,000
Main office location
Beacon Financial Planners, Inc
2525 Robinhood St, Suite 210
Houston TX 77005, United States
Number of offices
1
Most active in
Beacon Financial Planners, Inc has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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