# Cassandra Laymon

> Cassandra Laymon is a fee-only financial advisor at Beacon Wealth Consultants in Roanoke, Virginia, who holds the CFP credential. Beacon Wealth Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Beacon Wealth Consultants
- **Based in:** Roanoke, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $278.3M across 1,138 accounts
- **Credentials:** CFP
- **CRD:** 5387693 (https://adviserinfo.sec.gov/individual/summary/5387693)
- **SEC registration:** Investment adviser representative in FL, NJ, PA, TX, VA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://lightpointportfoliosolutions.com

## Frequently asked questions

### Is Cassandra Laymon a fee-only financial advisor?

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

### How does Cassandra charge for financial advice?

Cassandra's firm, Beacon Wealth Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Cassandra Laymon based?

Cassandra Laymon is based in Roanoke, Virginia.

### What credentials does Cassandra Laymon hold?

Cassandra Laymon holds the CFP credential.

### Is Cassandra Laymon registered with the SEC?

Yes. Cassandra Laymon is registered as an investment adviser representative in FL, NJ, PA, TX and VA (CRD 5387693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Wealth Consultants manage?

Beacon Wealth Consultants reports $278.3M across 1,138 accounts in assets under management.

### How do I contact Cassandra Laymon?

Through Cassandra's website, lightpointportfoliosolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5387693): 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.