Beacon Financial Planning Of Cape Cod, Inc. is a large advisory firm based in Hyannis. It manages $136.64 million of regulatory assets for 716 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Massachusetts, and New Hampshire.
Beacon Financial Planning Of Cape Cod provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Beacon Financial Planning Of Cape Cod, Inc. is $136.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Beacon Financial Planning Of Cape Cod, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Beacon Financial Planning Of Cape Cod is individuals with 248 clients and $69.01 million of assets under management. Among the 9 most similar advisory firms, Beacon Financial Planning Of Cape Cod has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $135.73 million for 290 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Beacon Financial Planning Of Cape Cod doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Beacon Financial Planning Of Cape Cod, Inc. performs its advisory services is located at 72 Pine Street, Hyannis, MA 02601, which is also the mailing address of the firm. An additional office of the firm is in Wellesley Hills, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-790-7039 or by fax 617-334-7967. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at beaconfinancialplanningcapecod.com.