# Chad Lackey

> Chad Lackey is a fee-only financial advisor at Beacon Financial Advisers, Inc. in Conyers, Georgia, who holds the CFP, CPA and CPA/PFS credentials. Beacon Financial Advisers, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chad-lackey/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Beacon Financial Advisers, Inc.
- **Based in:** Conyers, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $108.8M across 453 accounts
- **Credentials:** CFP, CPA, CPA/PFS
- **CRD:** 4869524 (https://adviserinfo.sec.gov/individual/summary/4869524)
- **SEC registration:** Investment adviser representative in GA, SC
- **Exams passed:** Series 63 (2005), Series 65 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://beaconfa.net

## Frequently asked questions

### Is Chad Lackey a fee-only financial advisor?

Yes. Chad Lackey is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chad's firm.

### How does Chad charge for financial advice?

Chad's firm, Beacon Financial Advisers, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Chad Lackey based?

Chad Lackey is based in Conyers, Georgia.

### What credentials does Chad Lackey hold?

Chad Lackey holds the CFP, CPA and CPA/PFS credentials.

### Is Chad Lackey registered with the SEC?

Yes. Chad Lackey is registered as an investment adviser representative in GA and SC (CRD 4869524), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Beacon Financial Advisers, Inc. manage?

Beacon Financial Advisers, Inc. reports $108.8M across 453 accounts in assets under management.

### How do I contact Chad Lackey?

Through Chad's website, beaconfa.net.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5526): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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