BEACON RETIREMENT PLANNING SERVICES INC.
Doing business as BEACON FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,304,179,817
Discretionary
$1,304,179,817
Non-discretionary
$0
Firm details
- CRD number
- 110038
- SEC file number
- 801-57962
- Main office
- DALLAS, TX, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.