# Chase Cavanaugh

> Chase Cavanaugh is a fee-only financial advisor at Beacon Wealth Consultants in Phoenix, New York. Beacon Wealth Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Beacon Wealth Consultants
- **Based in:** Phoenix, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $278.3M across 1,138 accounts
- **CRD:** 7504171 (https://adviserinfo.sec.gov/individual/summary/7504171)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2024)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://lightpointportfoliosolutions.com

## Frequently asked questions

### Is Chase Cavanaugh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chase 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 Chase charge for financial advice?

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

### Where is Chase Cavanaugh based?

Chase Cavanaugh is based in Phoenix, New York.

### Is Chase Cavanaugh registered with the SEC?

Yes. Chase Cavanaugh is registered as an investment adviser representative in NY (CRD 7504171), 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 Chase Cavanaugh?

Through Chase's website, lightpointportfoliosolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7504171): 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.