Jared Korver
Beacon Wealthcare · Raleigh, North Carolina
Jared Korver is a fee-only financial advisor at Beacon Wealthcare in Raleigh, North Carolina, who holds the CFP credential. Jared 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 6372106 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.beaconwc.com |
| Profile |
How Jared'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 Jared
Is Jared Korver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared 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 Jared charge for financial advice?
Jared charges a percentage of assets.
How much does Jared charge?
According to Beacon Wealthcare's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Jared Korver based?
Jared Korver is based in Raleigh, North Carolina.
What does Jared specialize in?
Jared's specialties include tax planning and student loans.
What credentials does Jared Korver hold?
Jared Korver holds the CFP credential.
Is Jared Korver registered with the SEC?
Yes. Jared Korver is registered as an investment adviser representative in NC (CRD 6372106), 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 Jared Korver?
Through Jared'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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