Beacon Financial Planning, LLC
Assets Under Management
$62.1M
Number of Clients
126
Number of Advisors
5
Average Client AUM
$493K
AUM per Advisor
$12.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beacon Financial Planning, LLC offers financial planning and investment management services. Advice covers financial objectives, cash flow, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. They primarily use no-load mutual funds and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee rate may increase or decrease based on portfolio size and complexity, with client consent.
Fee Estimator
Financial planning fees range from $950 to $5,000, depending on complexity. Investment management fees are based on a percentage of assets managed: 1.25% on the first $1,000,000, 0.75% on the next $1,000,000, and 0.50% on assets above $2,000,000. Hourly planning fees will not exceed $175. The minimum account size is $80,000, equating to a $1,000 annual fee.
Areas of Practice
Location
95 West 100 South, Suite 210, Logan, UT, 84321-5811