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Wellspent public graph/Firms/Beacon Financial Advisers, Inc.

Beacon Financial Advisers, Inc.

Conyers, Georgia

Fee-only

Beacon Financial Advisers, Inc. at a glance

  • One of 307 fee-only firms based in Georgia in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 3 employees and 91 individual clients, 48 of them high net worth.
  • Its average account is about $240,000 (assets it manages divided by its 453 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Based inConyers, Georgia
Websitebeaconfa.net
Email[email protected]
Phone(678) 750-1700

Questions about Beacon Financial Advisers, Inc.

How many advisors does Beacon Financial Advisers, Inc. have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Beacon Financial Advisers, Inc..

What is the average account at Beacon Financial Advisers, Inc.?

Beacon Financial Advisers, Inc.'s average account is about $240,000. That's the assets on its Form ADV divided by its 453 accounts.

Beacon Financial Advisers, Inc. fees

Beacon Financial Advisers, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$109 million
Individual clients43
High-net-worth clients48
Accounts managed453
Employees3
Planning clients51-100
Registered withThe SEC (801-68639)
Financial planningOffered
Form ADV filedMarch 24, 2026
SEC recordCRD 125085

Advisors at this firm (1)

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