Beacon Financial Planning, LLC logo

Beacon Financial Planning, LLC

Updated today

Client assets under management

$62,063,522

Clients

126

14% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

25

Very Low

Average account size

$492,568

About

Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and it operates a pension/401(k) consulting practice under the DBA Independent 401(k) Advisors. The firm offers standalone written financial plans, ongoing advisory relationships, and limited-scope hourly engagements, serving both individual and high-net-worth clients in typical team-practice areas such as retirement, tax, insurance review, and estate planning.

The firm describes an evidence‑based investment approach that emphasizes strategic portfolio engineering, global diversification, disciplined execution, and periodic rebalancing, typically using no‑load mutual funds and ETFs and highlighting access to institutional‑class share classes not generally available to retail investors. Beacon accepts discretionary trading authority, generally avoids leveraged or private placement products (e.g., IPOs, options, margin), and integrates planning topics (taxes, insurance, retirement) into portfolio management.

Compared with many peers, Beacon is notable for maintaining a modest team (five advisors) supporting roughly $62 million in reported assets under management while also operating a dedicated 401(k) advisory DBA and partnering with third‑party custodians and a unified trust for plan services. The brochure also discloses that the firm enters solicitor/referral agreements—paying referring advisors a negotiated portion (stated as 20–80%) of advisory fees—and enforces formal hiring standards (college degree or CFA/CFP plus Series 65/66), an account minimum policy of $80,000 (waivable), and a stated preference for fee‑only engagement with limited, disclosed exceptions.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Project-based

Up to $175 per hour for limited scope engagements

Other

Account minimum: $80,000 Minimum fee: Financial planning fees: minimum $950, maximum $5,000, average $2,000, negotiable Fee-only: Fee-only financial planning and investment management, except minor term-life insurance commissions very infrequently

Main office location

Beacon Financial Planning, LLC

95 West 100 South, Suite 210

Logan UT 84321-5811, United States

Number of offices

2

Most active in

Idaho · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

E. G

Series 63, Series 65

Logan, UT

Beacon Financial Planning, LLC

E. Grange is a financial advisor at Beacon Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2002. In addition to his advisory role, Grange is a tenured assistant professor at Utah State University’s School of Accountancy, where he teaches taxation, financial planning, retirement planning, and estate planning. He also serves as chair of the board of directors for the USU Community Credit Union. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Mark W

Series 65

Logan, UT

Beacon Financial Planning, LLC

Mark Weaver is a financial advisor at Beacon Financial Planning, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Strada Tax and Consulting, Seedstone, Inc, and Daines Goodwin & Co. Weaver also provides tax advice and consulting as part of his professional activities. Beacon Financial Planning, LLC offers personalized financial planning and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach emphasizing strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Nathan S

Series 65

Midvale, UT

Beacon Financial Planning, LLC

Nathan Salisbury is a financial advisor at Beacon Financial Planning, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Beacon since 2016. Prior to his advisory role, he held positions at Prestman Auto and Young Auto Mall, and he has experience in the ski and snowboard rental industry. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio construction, global diversification, and disciplined execution, serving both individual and high-net-worth clients.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Jeffrey S

Series 66

Logan, UT

Beacon Financial Planning, LLC

Jeffrey Salisbury is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Beacon Financial Planning, LLC since 2004. Outside of his advisory role, Salisbury serves on the Logan Transit Board and is active in the Rotary Club and the Estate Planning Council of Northern Utah. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach emphasizing strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Jon S

Series 65

Logan, UT

Beacon Financial Planning, LLC

Jon Shaffer is a financial advisor at Beacon Financial Planning, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Beacon since 2011. Outside of financial advising, he has been involved with Out of the Woods Custom Cabinetry since 2015. Beacon Financial Planning, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and discretionary investment management. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, primarily using no-load mutual funds and ETFs.

General retirement planning General tax planning Cash flow / budgeting
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