Beacon Financial Planning, Inc fees and pricing
Financial planner in Hyannis, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 14, 2026, Beacon Financial Planning, Inc charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“Beacon offers on-going financial planning services for an annual fee of $5,000, billed at the end of each calendar quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beacon Financial Planning, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Certain legacy clients may be billed under a different fee schedule.”
How Beacon Financial Planning, Inc’s fees compare
- Its annual fee of $5,000 is below the Massachusetts median of $8,250. 23% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Beacon Financial Planning, Inc
- Firm size: 9 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 316
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $397,111,083
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175372
- Phone
- (508) 790-7039
Can advise clients in 5 states: Florida, Louisiana, Massachusetts, New Hampshire, Texas
Other planners in Massachusetts that publish fees
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
- Act 2 PlanningWinchester$100-$500
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.