Chad Lackey
Beacon Financial Advisers, Inc. · Conyers, Georgia
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.
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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 | $108.8M across 453 accounts |
| Credentials | CFP · CPA · CPA/PFS |
| SEC registration | Investment adviser representative in GA, SC · CRD 4869524 |
| Exams passed | Series 63 (2005) · Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | beaconfa.net |
How Chad's firm compares
- Beacon Financial Advisers, Inc.'s average account is about $240,000, from its Form ADV (assets managed divided by 453 accounts).
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Questions about Chad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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