Beacon Wealth Consultants, Inc.

RIASEC Registered

Total AUM

$278M

Discretionary

$278M

100% of AUM

Avg account

$245K

Accounts

1,138

Employees

Advisory reps

Firm details

Headquarters: Roanoke, Virginia
CRD number: 154939
Registered since: June 26, 2020
Website: www.beaconwealth.com
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals60.2%
HNWI26.9%
Pension & Profit Sharing Plans12.07%
Charitable Organizations0.83%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Beacon Wealth Consultants, Inc. is an independent registered investment adviser that began SEC registration in 2020. Organized as a corporation and owned by an individual, the firm serves both individual and family clients as well as institutional clients. Its advisory scope, as disclosed on its Form ADV, includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.