George Macdonald
Beacon Harbor Wealth Advisors · Virginia Beach, Virginia
George Macdonald is a fee-only financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, Virginia. Beacon Harbor Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Beacon Harbor Wealth Advisors |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $608.3M across 1,529 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 1676680 |
| Exams passed | Series 63 (1987) · Series 65 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | beaconharborwealth.com |
How George's firm compares
- Beacon Harbor Wealth Advisors's average account is about $398,000, from its Form ADV (assets managed divided by 1,529 accounts).
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Questions about George
Is George Macdonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Beacon Harbor Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Beacon Harbor Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Macdonald based?
George Macdonald is based in Virginia Beach, Virginia.
Is George Macdonald registered with the SEC?
Yes. George Macdonald is registered as an investment adviser representative in TX and VA (CRD 1676680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Harbor Wealth Advisors manage?
Beacon Harbor Wealth Advisors reports $608.3M across 1,529 accounts in assets under management.
How do I contact George Macdonald?
Through George's website, beaconharborwealth.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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