BEACON WEALTHCARE LLC

Overview

Beacon Wealthcare LLC is an independent registered investment adviser focused on serving individuals and families with financial planning and portfolio management for smaller businesses. The firm operates under a fee model that combines a percentage-of-assets and fixed fees, signaling a mix of ongoing advisory relationships and project-based engagements. Investment activity shows a clear equity preference, with the manager allocating heavily to exchange-traded equities as the core of client portfolios and relying on broad-market ETFs for core exposure. The firm is not positioned as a multi-state adviser or pension consultant and does not promote itself as an active ESG investor. Registered with the SEC in 2021 and organized as a limited liability company under individual ownership, Beacon Wealthcare emphasizes straightforward, equity-centric allocations for retail and family clients rather than institutional or defined‑benefit work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices