Beacon Financial Planners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Financial Planners serves individual and high‑net‑worth clients with financial planning, portfolio management, retirement plan consulting, and participant account management, and it facilitates legacy planning through a third‑party technology platform. The firm also works with business clients on ERISA and non‑ERISA retirement plan services and may recommend third‑party investment advisers to manage all or part of client assets.
The firm follows an asset‑allocation approach, creating individualized portfolios based on clients’ goals, risk tolerance, and time horizon, and conducts periodic reviews (quarterly for portfolios and semi‑annual for planning). While the brochure reports that approximately $31 million was managed on a non‑discretionary basis as of March 31, 2026, the firm recently began offering discretionary management and uses third‑party platforms to facilitate held‑away participant account management.
Beacon is a small, solo practice led by a sole principal who is also a licensed insurance agent and a licensed real‑estate agent; the owner discloses receiving commissions for insurance sales and potential conflicts while describing mitigation measures. The firm’s use of a legacy‑planning service (Wealth.com), its third‑party participant‑account platform, and its stated practice of sharing up to half of a third‑party adviser’s management fee are structural features that distinguish it from many peers.
Client services
Expertise
Fee options
$500 to $5,000 for legacy planning sessions
0.50% to 1.25% (negotiable)
Account minimum: $500,000
Main office
2525 Robinhood St, Suite 210
Houston TX 77005
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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