CRD: 175372
Beacon Financial Planning, INC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail and Institutional
- Platforms
- OptimaPeak
- Established Date
- 04-21-2015
- Office Locations
- 1
Office Locations
About Beacon Financial Planning, INC
Beacon Financial Planning is a Hyannis, MA-based advisory firm serving individuals and families (including business owners) with comprehensive financial planning focused on retirement readiness, plus investment, estate, tax, and charitable planning. Portfolios are built around personalized, diversified strategies and commonly use ETFs and mutual funds. Founded in 1990 to provide objective advice rather than product sales.
Team overview
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Investment Themes
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Platform
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Owner & Executives
KELLI MARIE GREW
Certified Financial Planner, Managing Partner
- CRD
- #6100911
- Ownership
- 50% but less than 75%
Kathleen Erin Kane
Chief Compliance Officer, Managing Partner, Vice President
- CRD
- #7073181
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Caden Scott Buckley
--
- CRD
- #8176544
Joshua Wayne Coffey
--
- CRD
- #8038427
Signal ridge
Peak capital
- CRD
- #26815
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,111,083 | $416,259 |
| Non-Discretionary | $0 | -- |
| Total | $397,111,083 | $416,259 |
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Separately Managed Accounts
Total SMA Asset: $397,111,083
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,891,635,018 | 37.9% |
| Public Funds | $968,277,555 | 19.4% |
| Cash | $1,711,954,647 | 34.3% |
| Corporate - Investment Grade | $419,254,200 | 8.4% |
| Total | $4,991,121,420 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE VITAL MOMENTUM | PEAK QUANTUM | 4B3KZFA12 | DBZD | 6.82% | $39,851,764 |
| PRIME FUSION | SUMMIT MOMENTUM | YYI3HQI8E | MAF | 11.53% | $83,595,861 |
| OPTIMA PEAK RADIAL | FOUNDATION PIONEER | RJ9Z03LXR | TFWP | 4.46% | $95,270,328 |
| SIGNAL NORTH RADIAL | CREST PEAK | H5CQIR8QH | XTSGB | 2.67% | $5,877,928 |
| OAK PRIME RADIAL | FUSION EMBER | Z3SARSUZV | KGRSX | 12.13% | $48,162,236 |
| CAPITAL VECTOR OAK | VECTOR QUANTUM | BGV7EY8IM | AHUWM | 2.19% | $114,127,951 |
| INSIGHT LEGACY | EMBER MOMENTUM | MSAT6P883 | JOKG | 8.59% | $119,048,835 |
| TIMBER DELTA | UNISON ZENITH | N7S0BG5CX | FVNW | 2.52% | $84,964,351 |