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acquisitionAnnounced · Feb 7, 2026Financial ServicesSource · MagazinesArticle · Factual
Beacon Pointe acquires Financial Planning Solutions, LLC
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$350M
Target
Financial Planning Solutions, LLC
Acquirer
Beacon Pointe
Full Acquisition
Status
Completed
Beacon Pointe agreed to acquire Financial Planning Solutions, LLC. Reported deal value: $350M. Status: Completed. Sector: Financial Services. Target headquarters context: Location not specified.
This page summarizes publicly available information about the transaction as of 2026-02-07. Figures and status may change as filings and press coverage update.
These acquisitions consist of Financial Planning Solutions , LLC , Voyager Wealth Management, and InvestmentHunter Wealth Services
Deal timeline
Announced
Feb 7, 2026 · 401kspecialistmag.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Financial Services with a reported deal value of $350M. Figures and status may change as sources update.
Sources: 401kspecialistmag.com · Primary article · FireStrike proprietary index