RIA Intel›Advisers›Texas›BEACON RETIREMENT PLANNING SERVICES INC.

BEACON RETIREMENT PLANNING SERVICES INC.

Advisory

N·DALLAS, TX

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+6.1%
3-Year CAGR
+4.8%
Employees
8
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients748
Team
Total Employees8
Investment Advisers18
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record59
First FilingMar 30, 2001
Latest FilingMar 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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