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- Custodian
- --
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 05-02-2003
- Office Locations
- 1
Office Locations
About Beacon Financial Partners
Beacon Financial Partners is an independent Huntington Beach, CA advisory firm providing comprehensive financial planning and ongoing investment management, with a focus on retirement income/distribution strategies, tax-efficient investing, insurance reviews, and employer retirement plan support. Their academically research-driven philosophy emphasizes disciplined, long-term portfolio construction over stock picking, using an open-architecture approach across mutual funds, ETFs, and alternatives under a fiduciary standard.
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Owner & Executives
Carl Carpenter
Partner, President, Secretary, TREASURER
- CRD
- #4962762
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $3,146,675,083 | 42.1% |
| Cash | $4,327,612,524 | 57.9% |
| Total | $7,474,287,607 | 100.0% |