Beacon Financial Planning, Llc
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ADV data as of Jun 12, 2025
- Regulatory AUM
- $62.1M
- Discretionary
- $38.6M
- Clients
- 126
- Avg AUM / client
- $493K
- Accounts
- 397
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 108 | $26.2M | 42.2% |
| High net worth individuals | 18 | $35.8M | 57.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| E. Vance Grange | Registered representative | Jun 2002 (24y) | ||
| Jeffrey Dale Salisbury | Registered representative | Jan 2004 (23y) | ||
| Mark David Weaver | Registered representative | Apr 2011 (15y) | ||
| Jon Ryan Shaffer | Registered representative | Apr 2014 (12y) | ||
| Nathan Thomas Salisbury | Registered representative | Aug 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2025 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $41.1M (66% of AUM) Jun 2025
- Tiaa Cref Individual & Institutional Services, Llc $15.1M (24% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2025.
View current Form ADV (SEC/IAPD) ↗