BEACON HARBOR WEALTH ADVISORS

440 Viking Drive, Suite 200
Virginia Beach, Virginia 23452
Tel: 757-644-4545

About BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS, formally registered with the SEC as BEACON HARBOR WEALTH ADVISORS. The firm was established in 02/11/2019. They have over 1 offices throughout the country.

BEACON HARBOR WEALTH ADVISORS is a Virginia Beach, Virginia based Financial Planning firm with nearly $625,592,439 assets under management, offering retirement planning & investment advisory services to 1599 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300243
SEC#	801-114773
Assets Managed by Firm	$625,592,439
No. of Clients	1599
No. of Advisors	7

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1599	$625,592,439
Individuals (other than high net worth individuals)	453	$126,975,325
High net worth individuals	175	$472,404,219
Charitable organizations	Fewer than 5 clients	$4,001,518
Corporations or other businesses	Fewer than 5 clients	$22,211,377

More Retirement Planning firms in Virginia Beach, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

Explore More Retirement Advisors in Virginia Beach, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.