Acquisition · Activity not yet classified
Financial Planning Solutions, LLC
Transaction overview
Reported completed
Announced: Closed:
Beacon Pointe reported completing its acquisition of Financial Planning Solutions, LLC, in Newton, Massachusetts, on December 31, 2025.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Beacon Pointe reports three acquisitions ↗
Beacon Pointe Advisors · Published Feb 3, 2026
Reports Financial Planning Solutions and InvestmentHunter closing on December 31, 2025, and Voyager on November 15, 2025.