Beacon Financial Group

Beacon Retirement Planning Services, Inc., operating as Beacon Financial Group, Inc., is a registered investment advisor established on September 15, 2000, in Texas. The firm manages assets on a discretionary basis, with $942,518,909.00 in assets under management as of December 31, 2022. Beacon offers wealth management services, financial planning, and consulting, tailored to individual client needs. The firm primarily allocates client assets among mutual funds, ETFs, securities, and independent managers. Clients have the flexibility to impose restrictions on account management. Beacon charges annual wealth management fees ranging from 0.50% to 1.25%, with negotiable fees based on total household assets. The firm may charge lesser fees based on various criteria and offers financial planning services on a complimentary basis. Beacon's investment strategies involve fundamental, technical, and cyclical analysis to build diversified portfolios aligned with client goals and risk tolerance. Clients are advised on the risks associated with specific securities utilized, such as mutual funds, stocks, ETFs, and options. The firm does not engage in performance-based fees and serves a range of clients, including individuals, trusts, and corporations, with a preferred minimum investment of $100,000. Beacon does not allow directed brokerage and may aggregate client orders for best execution. The firm receives software support from custodians TD Ameritrade and Fidelity. Beacon exercises investment discretion for clients' accounts but does not vote client securities. The firm has no adverse financial situations and does not require prepayment of fees exceeding $1,200 in advance.