Anne Zavaglia
Beacon Hill Investment Advisory · Dublin, Ohio
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.
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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 | $91.7M across 297 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7037505 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.beaconhilladvisory.com |
How Anne's firm compares
- Beacon Hill Investment Advisory's average account is about $309,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Anne
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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