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- Custodian
- Charles Schwab & Company · Jackson National Life · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- Element optimaZenith
- Established Date
- 06-13-2002
- Office Locations
- 1
Office Locations
About Beacon Financial Planning, LLC
Beacon Financial Planning, LLC is a Logan, UT wealth management firm focused on retirement readiness. The team provides tailored financial planning and ongoing investment management, integrating tax planning, risk management, healthcare cost planning, and estate/insurance considerations. Portfolios are built with state-of-the-art design aimed at capturing capital market performance. Operates as a fee-only fiduciary and custodies with Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
E. VANCE GRANGE
Financial Planner, Investment Advisor, President
- CRD
- #2560698
- Ownership
- 50% but less than 75%
JEFFREY DALE SALISBURY
Chief Executive Officer, Owner
- CRD
- #3225234
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Nathan Thomas Salisbury
--
- CRD
- #6662761
JON RYAN SHAFFER
Investment Advisor Rep
- CRD
- #5837034
Frontier ridge
Glacier meridian
- CRD
- #75714
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,620,728 | -- |
| Non-Discretionary | $23,442,794 | -- |
| Total | $62,063,522 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,063,522
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,108,789,445 | 39.8% |
| Cash | $1,677,113,683 | 60.2% |
| Total | $2,785,903,128 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA INSIGHT CAPITAL | ALPHA BRIDGE | 9R6P96D68 | NLEP | 4.36% | $59,775,143 |
| PRIME BEACON | ZENITH OAK | QXQUGH6O7 | DQDLV | 1.60% | $46,844,640 |
| SIGNAL MERIDIAN ZENITH | WAVE BRIDGE | 03MDE5RUW | DIHN | 5.99% | $42,168,801 |
| VALUE LEGACY HORIZON | GLACIER VALUE | ZK5741C5L | UJN | 5.69% | $5,681,006 |
| ALPHA MOMENTUM | INSIGHT VERTEX | OD0J0KPIR | VQS | 3.68% | $85,136,747 |
| ATLAS VECTOR | PRIME DELTA | B68G3QM7O | GAPCG | 6.44% | $10,276,065 |
| DELTA QUANTUM OAK | MERIDIAN UNISON | X9O5Q5Z1F | QDKBY | 11.74% | $10,241,844 |
| UNISON TIMBER | HORIZON VERTEX | 4SHI2FGJY | DQIYK | 10.85% | $52,730,038 |