Joshua Wayne Coffey
Investment adviser representative at Beacon Financial Planning, Inc
11 yearsExperience
1 stateRegistered in
$397.1MFirm assets
8 yearsFirm in business
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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
11 years in the industry.
- Beacon Financial Planning, Inc.Aug 2025 to now
- Northwestern Mutual Investment Services LLCFeb 2025 to May 2025
- Cape Cod FiveMay 2024 to Aug 2024
- Salem State UniversitySep 2021 to May 2025
- New Seabury Country ClubMay 2021 to Sep 2024
- Norton Public SchoolsSep 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8038427
- Firm CRD
- 175372