BEACON WEALTH CONSULTANTS, INC.

302 Washington Ave. Sw
Roanoke, Virginia 24016-4312
Tel: 540-345-3891

About BEACON WEALTH CONSULTANTS, INC.

BEACON WEALTH CONSULTANTS, INC, formally registered with the SEC as BEACON WEALTH CONSULTANTS, INC. The firm was established in 06/26/2020. They have over 3 offices throughout the country.

BEACON WEALTH CONSULTANTS, INC. is a Roanoke, Virginia based Financial Planning firm with nearly $203,842,051 assets under management, offering retirement planning & investment advisory services to 1039 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154939
SEC#	801-118970
Assets Managed by Firm	$203,842,051
No. of Clients	1039
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ESTATE ADMINISTRATION, LEGACY COACHING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1039	$203,842,051
Individuals (other than high net worth individuals)	449	$112,955,115
High net worth individuals	24	$63,203,579
Pension and profit sharing plans	13	$19,523,308
Charitable organizations	3	$7,614,683
Corporations or other businesses	2	$545,366

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