RIA Intel›Advisers›Utah›BEACON FINANCIAL PLANNING, LLC

BEACON FINANCIAL PLANNING, LLC

Advisory

LOGAN, UT

Data as of Jun 12, 2025 · Source: SEC Form ADV

Rank in UT

#211

of 249 advisers by AUM

Average account

$156K

across 397 accounts

AUM per adviser

$12M

5 advisers

Source: SEC Form ADV. Figures as filed Jun 12, 2025.

Total AUM

$62M

Discretionary %

62.2%

Clients

126

Employees

6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$62M

Discretionary AUM$39M

Non-Discretionary AUM$23M

Discretionary %62.2%

Total Clients126

Team

Total Employees6

Investment Advisers5

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, UT

Succession Risk

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

See plansIncluded with the Intelligence plan

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

126 clients

18 high-net-worth

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

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

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+38.1% 1Y

HUNTER CAPITAL MANAGEMENT INC.

$60M

ACLAIME ASSET MANAGEMENT, LLC

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OMNI INVESTMENT ADVISORS INC

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$65M

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