PlannerFees

Beacon Financial Planning fees and pricing

Financial planner in Bloomington, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 8, 2026, Beacon Financial Planning charges $150 an hour and a flat or project fee of $1,500⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“The Advisor’s hourly fee will be billed at a rate of $150 per hour and will be negotiated and agreed upon by the parties in advance.”
Flat or project fee
$1,500⁠-⁠$3,000
“Beacon Financial Planning will charge a fixed fee for financial planning services in the range of $1,500 to $3,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Beacon Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are invoiced and payable upon completion of the services and delivery of the financial plan to the client.”
  • “The invoice is payable within five days of delivery.”
  • “Hourly fee clients are billed upon completion of the services, delivery of the work product, or final consultation.”

How Beacon Financial Planning’s fees compare

  • Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
  • None of the 2 other planners in Bloomington that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$3,000 is below the Indiana median of $5,000. 18% of the 84 other Indiana planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Bloomington that publish a flat or project fee charge less.

About Beacon Financial Planning

“Beacon Financial Planning will provide a copy of the Code of Ethics to any client or prospective client upon request.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340096
Phone
(812) 364-3646

Other planners in Bloomington that publish fees

Compare all 6 planners in Bloomington

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.