# Anne Zavaglia

> Anne Zavaglia is a fee-only financial advisor at Beacon Hill Investment Advisory in Dublin, Ohio, who holds the CFP credential. Beacon Hill Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anne-zavaglia/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Beacon Hill Investment Advisory
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $91.7M across 297 accounts
- **Credentials:** CFP
- **CRD:** 7037505 (https://adviserinfo.sec.gov/individual/summary/7037505)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.beaconhilladvisory.com

## Frequently asked questions

### Is Anne Zavaglia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Beacon Hill Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anne charge for financial advice?

Anne's firm, Beacon Hill Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anne Zavaglia based?

Anne Zavaglia is based in Dublin, Ohio.

### What credentials does Anne Zavaglia hold?

Anne Zavaglia holds the CFP credential.

### Is Anne Zavaglia registered with the SEC?

Yes. Anne Zavaglia is registered as an investment adviser representative in OH (CRD 7037505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Hill Investment Advisory manage?

Beacon Hill Investment Advisory reports $91.7M across 297 accounts in assets under management.

### How do I contact Anne Zavaglia?

Through Anne's website, www.beaconhilladvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7037505): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.