← Back to searchVisit website
BEACON FINANCIAL PLANNERS, INC
CRD 297938
2525 ROBINHOOD ST, SUITE 210, HOUSTON, TX, 77005, United States
Phone
281-953-7442
Fax
817-840-5534
Registration
— (—)
Source
State registered
Total AUM
$31.0M
Discretionary AUM
$0
Team
3 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $9.9M |
| High net worth individuals | 6 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD