BEACON RETIREMENT PLANNING SERVICES INC.
DBA: BEACON FINANCIAL GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.30B |
| Discretionary | $1.30B100% of AUM |
| Client Accounts | 2,152 |
| Avg Account Size | $606K |
| Employees | 18 |
| Peak AUM | $1.30BMar 2026 |
| AUM CAGR | +13.8% /yrover 25 yrs · 69 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +14.6% | +11.8% | +8.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.30B |
| Discretionary | $1.30B |
| Employees | 18 |
| Client Accounts | 2152 |
| Client Range | 1-10 |
Contact & Location
Address
17300 PRESTON RD, SUITE 120
DALLAS TX 75252-5654
Phone
972-726-9888
Filing History
69 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered RepBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant