Jeremy Ingram
Beacon Harbor Wealth Advisors · Virginia Beach, Virginia
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.
Request an introduction to Jeremy →
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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 4281667 |
| Exams passed | Series 66 (2000) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | beaconharborwealth.com |
How Jeremy'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).
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremy
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.
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.
See something wrong? Request a correction. Read our methodology.