A complete list of active advisors currently associated with Beacon Financial Planning, LLC
Warmer can help you find a great advisor at Beacon Financial Planning, LLC or one who fits your needs even better.
Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and it operates a pension/401(k) consulting practice under the DBA Independent 401(k) Advisors. The firm offers standalone written financial plans, ongoing advisory relationships, and limited-scope hourly engagements, serving both individual and high-net-worth clients in typical team-practice areas such as retirement, tax, insurance review, and estate planning. The firm describes an evidence‑based investment approach that emphasizes strategic portfolio engineering, global diversification, disciplined execution, and periodic rebalancing, typically using no‑load mutual funds and ETFs and highlighting access to institutional‑class share classes not generally available to retail investors. Beacon accepts discretionary trading authority, generally avoids leveraged or private placement products (e.g., IPOs, options, margin), and integrates planning topics (taxes, insurance, retirement) into portfolio management. Compared with many peers, Beacon is notable for maintaining a modest team (five advisors) supporting roughly $62 million in reported assets under management while also operating a dedicated 401(k) advisory DBA and partnering with third‑party custodians and a unified trust for plan services. The brochure also discloses that the firm enters solicitor/referral agreements—paying referring advisors a negotiated portion (stated as 20–80%) of advisory fees—and enforces formal hiring standards (college degree or CFA/CFP plus Series 65/66), an account minimum policy of $80,000 (waivable), and a stated preference for fee‑only engagement with limited, disclosed exceptions.
To learn more about the advisors currently working at Beacon Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Beacon Financial Planning, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Logan, UT
| 24
| |
Logan, UT
| 27
| |
Midvale, UT
| 10
| |
Logan, UT
| 15
| |
Logan, UT
| 15
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)