Beacon Wealth Consultants, Inc.'s Form ADV discloses 2.00% on accounts up to $100,000, 1.50% on accounts up to $250,000, 1.40% on accounts up to $500,000, 1.25% on accounts up to $1 million, 1.00% on accounts up to $2 million, 0.85% on accounts up to $5 million, 0.75% on accounts up to $10 million, and 0.65% on accounts above $10 million, with the rate applied to the entire account. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #154939), Beacon Wealth Consultants, Inc. is subject to fiduciary duty under federal law.
Beacon Wealth Consultants, Inc. is headquartered in ROANOKE, VA.
Beacon Wealth Consultants, Inc. serves 25 high-net-worth clients according to their SEC filing dated August 18, 2026. View client details ↓
According to their SEC Form ADV, Beacon Wealth Consultants, Inc. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Beacon Wealth Consultants, Inc. manages $278 million in client assets according to their SEC filing dated August 18, 2026.
According to their SEC Form ADV, Beacon Wealth Consultants, Inc. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓