Kirk Hobart
Beacon Wealth Consultants · Hickory, North Carolina
Kirk Hobart is a fee-only financial advisor at Beacon Wealth Consultants in Hickory, North Carolina. Beacon Wealth Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Beacon Wealth Consultants |
|---|---|
| Based in | Hickory, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.3M across 1,138 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5716932 |
| Exams passed | Series 65 (2009) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | lightpointportfoliosolutions.com |
How Kirk's firm compares
- Beacon Wealth Consultants's average account is about $245,000, from its Form ADV (assets managed divided by 1,138 accounts).
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Questions about Kirk
Is Kirk Hobart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kirk holds no broker registration, and Beacon Wealth Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kirk charge for financial advice?
Kirk's firm, Beacon Wealth Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kirk Hobart based?
Kirk Hobart is based in Hickory, North Carolina.
Is Kirk Hobart registered with the SEC?
Yes. Kirk Hobart is registered as an investment adviser representative in NC (CRD 5716932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Wealth Consultants manage?
Beacon Wealth Consultants reports $278.3M across 1,138 accounts in assets under management.
How do I contact Kirk Hobart?
Through Kirk's website, lightpointportfoliosolutions.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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