# Jeremy Ingram

> Jeremy Ingram is a fee-only financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, Virginia, who holds the CFA credential. Beacon Harbor Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremy-ingram/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $608.3M across 1,529 accounts
- **Credentials:** CFA
- **CRD:** 4281667 (https://adviserinfo.sec.gov/individual/summary/4281667)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 66 (2000)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://beaconharborwealth.com/

## Frequently asked questions

### Is Jeremy Ingram a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy 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 Jeremy charge for financial advice?

Jeremy's firm, Beacon Harbor Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeremy Ingram based?

Jeremy Ingram is based in Virginia Beach, Virginia.

### What credentials does Jeremy Ingram hold?

Jeremy Ingram holds the CFA credential.

### Is Jeremy Ingram registered with the SEC?

Yes. Jeremy Ingram is registered as an investment adviser representative in TX and VA (CRD 4281667), 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 Jeremy Ingram?

Through Jeremy's website, beaconharborwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4281667): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.