Dixie Klaibert
Beacon Hill Wealth Management · Victoria, Bc, Texas
Dixie Klaibert is a fee-only financial advisor at Beacon Hill Wealth Management in Victoria, Bc, Texas, who holds the CFA credential. Dixie focuses on cross-border (US / Canada), retirement planning and estate & legacy planning. Beacon Hill Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- Newcomers (immigration)
- Canadians in the US
Facts
| Firm | Beacon Hill Wealth Management |
|---|---|
| Based in | Victoria, Bc, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $148.6M across 258 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4672459 |
| Exams passed | Series 63 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.beaconhillwm.ca |
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Questions about Dixie
Is Dixie Klaibert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dixie holds no broker registration, and Beacon Hill Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dixie charge for financial advice?
Dixie's firm, Beacon Hill Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Dixie Klaibert based?
Dixie Klaibert is based in Victoria, Bc, Texas.
What does Dixie specialize in?
Dixie's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. Dixie works with cross-border families, newcomers (immigration) and Canadians in the US.
What credentials does Dixie Klaibert hold?
Dixie Klaibert holds the CFA credential.
Is Dixie Klaibert registered with the SEC?
Yes. Dixie Klaibert is registered as an investment adviser representative in TX (CRD 4672459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Hill Wealth Management manage?
Beacon Hill Wealth Management reports $148.6M across 258 accounts in assets under management.
How do I contact Dixie Klaibert?
Through Dixie's website, www.beaconhillwm.ca.
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
- Beacon Hill Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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