BEACON FINANCIAL ADVISORY LLC

25825 Science Park Drive
Suite 110
Cleveland, Ohio 44122
Tel: 216-910-1850

About BEACON FINANCIAL ADVISORY LLC

BEACON FINANCIAL ADVISORY LLC, formally registered with the SEC as BEACON FINANCIAL ADVISORY LLC. The firm was established in 09/12/2016. They have over 5 offices throughout the country.

BEACON FINANCIAL ADVISORY LLC is a Cleveland, Ohio based Financial Planning firm with nearly $594,419,078 assets under management, offering retirement planning & investment advisory services to 1858 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174334
SEC#	801-108381
Assets Managed by Firm	$594,419,078
No. of Clients	1858
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION OF OTHER ADVISERS FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1858	$594,419,078
Individuals (other than high net worth individuals)	978	$275,126,029
High net worth individuals	130	$317,785,049
Charitable organizations	1	$207,000
Corporations or other businesses	4	$1,301,000

More Retirement Planning firms in Cleveland, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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