RIA Intel›Advisers›Texas›BEACON FINANCIAL PLANNERS, INC

BEACON FINANCIAL PLANNERS, INC

Advisory

HOUSTON, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#1,968

of 2,813 advisers by AUM

Average account

$158K

across 196 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$31M

Discretionary AUM$0

Non-Discretionary AUM$31M

Discretionary %0%

Total Clients64

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

64 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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