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BEACON FINANCIAL GROUP
Legal name: BEACON RETIREMENT PLANNING SERVICES INC.
CRD 110038File 801-57962
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$1.30B
Clients
1,052
2,152 accounts
Employees
18
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 15, 2000
- Principal office
- 17300 PRESTON RD, SUITE 120, C/O MELISSA WHEELER, DALLAS, TX, 75252-5654
- Phone
- 972-726-9888
- Website
- HTTP://WWW.BEACONFG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.30B
- Discretionary AUM
- $1.30B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,152
- Non-discretionary accounts
- 0
- Total accounts
- 2,152
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 510 | $1.12B |
| Individuals (other than high net worth individuals) | 542 | $184.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 748 | 1,052 | increased by304 |
| Apr 1, 2026 | AUM | $1,137,548,918 | $1,304,179,817 | increased by$166,630,899 |
| Apr 1, 2026 | Accounts | 2,121 | 2,152 | increased by31 |
| Jan 1, 2026 | Employees | 16 | 18 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 827 | 748 | decreased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,020,136,967 | $1,137,548,918 | increased by$117,411,951 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,168 | 2,121 | decreased by47 |
| Aug 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Mar 1, 2022 | Clients | 781 | 827 | increased by46 |
| Mar 1, 2022 | AUM | $865,894,376 | $1,020,136,967 | increased by$154,242,591 |
| Mar 1, 2022 | Accounts | 2,175 | 2,168 | decreased by7 |
| Dec 1, 2021 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEACON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.