Andrew Francis Holmes

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 12/2025
  Financial Planning Solutions, Llc
  Newton, MA
• 05/2016 → 08/2018
  State Line Propane Llc
  Granby, CT
• 06/2009 → 05/2019
  Student
  Waltham, MA
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Newton, MA

Previous Registrations

• 2019-08-26 → 2025-12-31
  Financial Planning Solutions, Llc
  Auburndale, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-23

Designations

• Certified Financial Planner