Cassandra Laymon
Beacon Wealth Consultants · Roanoke, Virginia
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.
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Facts
| Firm | Beacon Wealth Consultants |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.3M across 1,138 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ, PA, TX, VA · CRD 5387693 |
| Exams passed | Series 66 (2007) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | lightpointportfoliosolutions.com |
How Cassandra's firm compares
- Beacon Wealth Consultants's average account is about $245,000, from its Form ADV (assets managed divided by 1,138 accounts).
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Questions about Cassandra
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.
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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