Chase Cavanaugh
Beacon Wealth Consultants · Phoenix, New York
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.
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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 | $278.3M across 1,138 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7504171 |
| Exams passed | Series 66 (2024) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | lightpointportfoliosolutions.com |
How Chase'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 Chase
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.
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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