Beacon Financial Planning, Inc
- Regulatory AUM
- $397M
- Discretionary
- $397M
- Clients
- 316
- Avg AUM / client
- $1.3M
- Accounts
- 954
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Investments (13F portfolio — 76 positions, $258,188,578)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $35,634,252 | 54,553 | 13.8% | 8.97% |
| 2 | Invesco Qqq Tr | UNIT SER 1 | $26,523,006 | 45,953 | 10.3% | 6.68% |
| 3 | Berkshire Hathaway Inc Del | CL B NEW | $20,650,166 | 43,093 | 8.0% | 5.2% |
| 4 | Schwab Strategic Tr | FUNDAMENTAL INTL | $20,244,173 | 413,737 | 7.84% | 5.1% |
| 5 | Ishares Tr | CORE S&P MCP ETF | $15,142,086 | 224,228 | 5.86% | 3.81% |
| 6 | Invesco Actively Managed Exc | TOTAL RETURN | $9,730,529 | 207,784 | 3.77% | 2.45% |
| 7 | Vanguard Index Fds | SMALL CP ETF | $9,191,134 | 35,091 | 3.56% | 2.31% |
| 8 | Schwab Strategic Tr | US DIVIDEND EQ | $8,581,137 | 279,698 | 3.32% | 2.16% |
| 9 | Welltower Inc | COM | $8,428,860 | 42,632 | 3.26% | 2.12% |
| 10 | Tesla Inc | COM | $6,626,816 | 17,826 | 2.57% | 1.67% |
| 11 | Ishares Tr | MSCI USA QLT FCT | $6,333,910 | 33,022 | 2.45% | 1.59% |
| 12 | Invesco Exch Traded Fd Tr Ii | S&P SMLCAP QTY | $5,565,011 | 131,997 | 2.16% | 1.4% |
| 13 | Profesionally Managed Portfo | AKRE FOCUS ETF | $5,418,023 | 102,517 | 2.1% | 1.36% |
| 14 | Blackrock Etf Trust | ISHARES US EQUIT | $5,240,790 | 90,079 | 2.03% | 1.32% |
| 15 | Ishares Tr | ISHARES SEMICDTR | $5,016,373 | 15,263 | 1.94% | 1.26% |
| 16 | Ishares Tr | HIGH YLD SYSTM B | $4,904,147 | 105,420 | 1.9% | 1.23% |
| 17 | Vanguard Wellington Fd | US QUALITY | $4,192,206 | 28,092 | 1.62% | 1.06% |
| 18 | Ishares Tr | MSCI USA MMENTM | $4,157,549 | 17,324 | 1.61% | 1.05% |
| 19 | Vanguard Whitehall Fds | INTL DVD ETF | $4,087,445 | 46,207 | 1.58% | 1.03% |
| 20 | Ishares Tr | CORE MSCI TOTAL | $3,727,397 | 43,022 | 1.44% | 0.94% |
| 21 | Vanguard Admiral Fds Inc | 500 VAL IDX FD | $3,503,008 | 17,189 | 1.36% | 0.88% |
| 22 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $2,877,927 | 55,419 | 1.11% | 0.72% |
| 23 | Invesco Exchange Traded Fd T | S&P 500 GARP ETF | $2,843,251 | 26,419 | 1.1% | 0.72% |
| 24 | Nvidia Corporation | COM | $2,787,541 | 15,984 | 1.08% | 0.7% |
| 25 | J P Morgan Exchange Traded F | NASDAQ EQT PREM | $2,486,032 | 44,777 | 0.96% | 0.63% |
Top 25 of 76 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $89.0M | 22.4% |
| High net worth individuals | 131 | $307M | 77.4% |
| Charitable organizations | Fewer than 5 clients | $778K | 0.2% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Herlihy, Michaela, Green | President, Chief Compliance Officer | Feb 2015 (12y) | 75% or more | |
| Kelli Marie Grew | Partner | CFP | Apr 2019 (7y) | 5% – 10% |
| Kathleen Erin Kane | Partner | Jun 2019 (7y) | 5% – 10% | |
| Heather Melissa Lynch | Registered representative | Sep 2022 (4y) | ||
| Marco Farina | Registered representative | Sep 2024 (2y) | ||
| Joshua Wayne Coffey | Registered representative | Sep 2025 (1y) | ||
| Caden Scott Buckley | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 03/11/2026 | 898 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $411M (104% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗