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Beacon Financial Planning, Inc
Hyannis, Massachusetts
5.0
2 Reviews
Beacon Financial Planning, Inc is a reputable local investment advisory firm headquartered in Hyannis, MA. With two offices strategically located in the area, they have been providing comprehensive financial planning services since their establishment. Led by a team of dedicated professionals, Beacon Financial Planning, Inc boasts a total of eight skilled employees, with six specializing in investment advisory services.
With an impressive track record, Beacon Financial Planning, Inc manages an average of $40,730,000 in assets under management per investment advisor. Their compensation structure is diversified, including a percent...see more
Assets Under Mgmt
$244.4M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Reviews for Beacon Financial Planning, Inc
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