Caden Scott Buckley
Investment adviser representative at Beacon Financial Planning, Inc
11 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
11 years in the industry.
- Beacon Financial Planning, IncOct 2025 to now
- Beacon Financial Planing, Inc.Oct 2025 to now
- Sail NewportSep 2017 to now
- RedfinMay 2022 to May 2023
- Cape Cod 5Feb 2021 to Sep 2025
- East Coast RealtyNov 2019 to Feb 2021
- Srurgis Boat WorksFeb 2019 to Sep 2019
- Salve Regina UniversitySep 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8176544
- Firm CRD
- 175372