Jeffrey Salisbury
Jeffrey Salisbury is a registered investment advisor at Beacon Financial Planning, LLC, based in Logan, UT, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 126 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be increased or decreased based on portfolio size and complexity, with client consent. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
95 West 100 South, Suite 210, Logan, UT, 84321
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent for various companies. He also serves on the Logan Transit Board, is a member of the Rotary Club, is involved with the Estate Planning Council of Northern Utah, and is a marketing/planning partner at ESOT Resources.
Employment History
Current Registrations
Beacon Financial Planning, LLC
Previous Registrations
Wall Street Financial Group, LLC
Linsco/private Ledger CORP.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.