Kelli M. Grew

BEACON FINANCIAL PLANNING,

Hyannis, MA 02601

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CRD#: 6100911

Professional summary

Kelli Marie Grew, CFP®, who also goes by Kelli Marie Logan, is a registered financial advisor currently at BEACON FINANCIAL PLANNING, INC located in Hyannis, Massachusetts.

Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kelli has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelli Marie Logan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Marie Grew's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

April 9, 2019 - Present

BEACON FINANCIAL PLANNING, INC

Office #1: 540 Main Street Suite 14, Hyannis, MA 02601

RIA

CRD#: 175372

Hyannis, MA

Past

July 1, 2013 - March 21, 2019

AAF WEALTH MANAGEMENT, LLC

RIA

CRD#: 164646

WESTBOROUGH, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON FINANCIAL PLANNING, INC

BEACON FINANCIAL PLANNING OF CAPE COD | BEACON FINANCIAL PLANNING, INC | BEACON FINANCIAL PLANNING OF CAPE COD, INC.

CRD#: 175372 / SEC#: 801-113811

RIA

Registered Investment Advisory firm - (8/10/2018 Approved)

Florida

Registered Investment Advisory firm - (8/16/2018 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/16/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(4/9/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/29/2013

Uniform Investment Adviser Law Examination

Current Firm

BEACON FINANCIAL PLANNING, INC

BEACON FINANCIAL PLANNING OF CAPE COD | BEACON FINANCIAL PLANNING, INC | BEACON FINANCIAL PLANNING OF CAPE COD, INC.

CRD#: 175372 / SEC#: 801-113811

RIA

Registered Investment Advisory firm - (8/10/2018 Approved)

Florida

Registered Investment Advisory firm - (8/16/2018 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/16/2018 Terminated)

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Contact information

Main Address

540 Main Street Suite 14, Hyannis, MA 02601

Mailing Address

Phone number

(508) 790-7039

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON FINANCIAL PLANNING OF CAPE COD - FORM ADV 2A-2B (10/31/2025)

Regulatory assets under management

Total Number of Accounts	912
AUM (Assets Under Management)	$ 388,356,515

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kelli M. Grew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Marie Grew's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON FINANCIAL PLANNING, INC

AAF WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

BEACON FINANCIAL PLANNING, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2013

Current Firm

BEACON FINANCIAL PLANNING, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL PLANNING, INC

TRUST BUT VERIFY

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