Tomas Geoghegan
Beacon Hill Private Wealth · Summit, New Jersey
Tomas Geoghegan is a fee-only financial advisor at Beacon Hill Private Wealth in Summit, New Jersey, who holds the CFP, CIMA and CPWA credentials. Tomas charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Beacon Hill Private Wealth |
|---|---|
| Based in | Summit, New Jersey |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $53.5M across 114 accounts |
| Credentials | CFP · CIMA · CPWA · MBA · RMA |
| SEC registration | Investment adviser representative in NJ · CRD 5750013 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | beaconhillprivatewealth.com |
| Profile |
How Tomas's firm compares
- Beacon Hill Private Wealth's average account is about $470,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Tomas
Is Tomas Geoghegan a fee-only financial advisor?
Yes. Tomas Geoghegan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tomas's firm.
How does Tomas charge for financial advice?
Tomas charges a percentage of assets and a one-time planning fee.
How much does Tomas charge?
According to Beacon Hill Private Wealth's website, checked October 28, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Tomas Geoghegan based?
Tomas Geoghegan is based in Summit, New Jersey.
What does Tomas specialize in?
Tomas's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Tomas Geoghegan hold?
Tomas Geoghegan holds the CFP, CIMA, CPWA, MBA and RMA credentials.
Is Tomas Geoghegan registered with the SEC?
Yes. Tomas Geoghegan is registered as an investment adviser representative in NJ (CRD 5750013), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Beacon Hill Private Wealth manage?
Beacon Hill Private Wealth reports $53.5M across 114 accounts in assets under management.
How do I contact Tomas Geoghegan?
Through Tomas's website, beaconhillprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Summit
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Beacon Hill Private Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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