Joshua Hebert
Beacon Financial Advisors · Houston, Texas
Joshua Hebert is a fee-only financial advisor at Beacon Financial Advisors in Houston, Texas, who holds the CFP credential. Beacon Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Beacon Financial Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $296.9M across 492 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6035381 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bfaltd.com |
| Profile |
How Joshua's firm compares
- Beacon Financial Advisors's average account is about $603,000, from its Form ADV (assets managed divided by 492 accounts).
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Questions about Joshua
Is Joshua Hebert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Beacon Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Beacon Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshua Hebert based?
Joshua Hebert is based in Houston, Texas.
What credentials does Joshua Hebert hold?
Joshua Hebert holds the CFP credential.
Is Joshua Hebert registered with the SEC?
Yes. Joshua Hebert is registered as an investment adviser representative in TX (CRD 6035381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Financial Advisors manage?
Beacon Financial Advisors reports $296.9M across 492 accounts in assets under management.
How do I contact Joshua Hebert?
Through Joshua's website, www.bfaltd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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