Phillip Hogan
Beacon Hill Wealth Management · Victoria, Bc, Texas
Phillip Hogan is a fee-only financial advisor at Beacon Hill Wealth Management in Victoria, Bc, Texas. Phillip focuses on cross-border (US / Canada), retirement planning and estate & legacy planning. Beacon Hill Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- Newcomers (immigration)
- Canadians in the US
Facts
| Firm | Beacon Hill Wealth Management |
|---|---|
| Based in | Victoria, Bc, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $148.6M across 258 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7768145 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.beaconhillwm.ca |
| Profile |
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Questions about Phillip
Is Phillip Hogan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Beacon Hill Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phillip charge for financial advice?
Phillip's firm, Beacon Hill Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Phillip Hogan based?
Phillip Hogan is based in Victoria, Bc, Texas.
What does Phillip specialize in?
Phillip's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. Phillip works with cross-border families, newcomers (immigration) and Canadians in the US.
Is Phillip Hogan registered with the SEC?
Yes. Phillip Hogan is registered as an investment adviser representative in TX (CRD 7768145), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Hill Wealth Management manage?
Beacon Hill Wealth Management reports $148.6M across 258 accounts in assets under management.
How do I contact Phillip Hogan?
Through Phillip's website, www.beaconhillwm.ca.
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
- Beacon Hill Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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