Ellen Martin
Beacon Wealthcare · Raleigh, North Carolina
Ellen Martin is a fee-only financial advisor at Beacon Wealthcare in Raleigh, North Carolina, who holds the CFP credential. Ellen charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on tax planning and student loans.
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Specialties
Facts
| Firm | Beacon Wealthcare |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $308.3M across 908 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6424629 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.beaconwc.com |
How Ellen's firm compares
- Beacon Wealthcare's average account is about $340,000, from its Form ADV (assets managed divided by 908 accounts).
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Questions about Ellen
Is Ellen Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ellen holds no broker registration, and Beacon Wealthcare reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ellen charge for financial advice?
Ellen charges a percentage of assets.
How much does Ellen charge?
According to Beacon Wealthcare's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Ellen Martin based?
Ellen Martin is based in Raleigh, North Carolina.
What does Ellen specialize in?
Ellen's specialties include tax planning and student loans.
What credentials does Ellen Martin hold?
Ellen Martin holds the CFP credential.
Is Ellen Martin registered with the SEC?
Yes. Ellen Martin is registered as an investment adviser representative in NC (CRD 6424629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Wealthcare manage?
Beacon Wealthcare reports $308.3M across 908 accounts in assets under management.
How do I contact Ellen Martin?
Through Ellen's website, www.beaconwc.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
- Beacon Wealthcare 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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