Maury Stone
Beacon Harbor Wealth Advisors · Virginia Beach, Virginia
Maury Stone is a fee-only financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, Virginia. Beacon Harbor Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in TX, VA · CRD 6325445 |
| Exams passed | Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | beaconharborwealth.com |
How Maury'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).
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Questions about Maury
Is Maury Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maury 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 Maury charge for financial advice?
Maury's firm, Beacon Harbor Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Maury Stone based?
Maury Stone is based in Virginia Beach, Virginia.
Is Maury Stone registered with the SEC?
Yes. Maury Stone is registered as an investment adviser representative in TX and VA (CRD 6325445), 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 Maury Stone?
Through Maury'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.
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