Beacon Financial Planners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high-net-worth clients and also provides retirement plan consulting to businesses, including ERISA and participant account management. Its services include comprehensive financial planning (cash flow, tax, insurance, Social Security/Medicare, estate planning) and ongoing portfolio management implemented through percentage-of-assets billing.
Investment decisions are guided by an asset-allocation framework and a buy-and-hold orientation with periodic rebalancing, using mutual funds, interval funds, stocks and other common instruments and a stated acknowledgement of the associated risks. The firm reports managing its assets on a non-discretionary basis and may recommend third-party advisers or use a third‑party platform to manage held-away participant accounts and effect rebalances.
Notable distinctions include the firm’s owner operating as a licensed insurance agent and a licensed real estate agent and disclosing the receipt of commissions for insurance sales, which creates an additional revenue stream separate from advisory fees. The firm also discloses sharing a portion of some third‑party advisers’ management fees (up to 50%), and the combination of fee‑sharing arrangements with predominantly non‑discretionary assets is a feature clients may want to consider when evaluating potential conflicts of interest.
Client services
Expertise
Fee options
0.50% to 1.25%, negotiable based on account size
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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