Michael Sunderland
Beacon Wealth Consultants · Lemont, Pennsylvania
Michael Sunderland is a fee-only financial advisor at Beacon Wealth Consultants in Lemont, Pennsylvania. 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 | Lemont, Pennsylvania |
| 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 PA · CRD 6880690 |
| Exams passed | Series 65 (2017) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | lightpointportfoliosolutions.com |
How Michael'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 Michael
Is Michael Sunderland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Beacon Wealth Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Sunderland based?
Michael Sunderland is based in Lemont, Pennsylvania.
Is Michael Sunderland registered with the SEC?
Yes. Michael Sunderland is registered as an investment adviser representative in PA (CRD 6880690), 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 Michael Sunderland?
Through Michael'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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