Kelli Marie Grew
Investment adviser representative at Beacon Financial Planning, Inc
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$397.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Beacon Financial Planning, IncApr 2019 to now
- Highsight, LLC dba Aafcpas Wealth ManagementJul 2012 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
Beacon Financial Planning, Inc
$397.1MAssets managed
316Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6100911
- Firm CRD
- 175372