CRD: 297938
Beacon Financial Planners, INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Amalgamated Bank · Charles Schwab & Company · Interactive Brokers · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Focus alphaHorizon element +more
- Established Date
- 12-10-2018
- Office Locations
- 1
Office Locations
About Beacon Financial Planners, INC
Beacon Financial Planners is a Houston-based independent fiduciary RIA focused on tax-efficient, sustainable retirement income planning. The firm provides holistic financial planning plus active portfolio management, retirement and RMD strategies, risk management, and 401(k) guidance for pre/retirees, Texas educators, and medical professionals. Portfolios commonly use public funds and ETFs, with custody support including Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KRISTOPHER FOREST ETTER
Chief Compliance Officer, Financial Planner, President
- CRD
- #4562123
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $31,012,202 | -- |
| Total | $31,012,202 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $31,012,202
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,465,595,076 | 26.9% |
| Equity - Exchange | $1,285,800,885 | 23.6% |
| Other | $1,100,558,384 | 20.2% |
| Cash | $1,214,972,870 | 22.3% |
| Private Funds | $381,381,619 | 7.0% |
| Total | $5,448,308,834 | 100.0% |