Beacon Financial Advisors, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | beacon-advisor.com |
| [email protected] | |
| Phone | (816) 739-4853 |
Questions about Beacon Financial Advisors, LLC
How much does Beacon Financial Advisors, LLC charge?
Beacon Financial Advisors, LLC publishes these prices: hourly: $250 an hour. We found this on its website, checked October 28, 2026.
How is Beacon Financial Advisors, LLC paid?
Beacon Financial Advisors, LLC's Form ADV says it is paid by: hourly.
How many advisors does Beacon Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Beacon Financial Advisors, LLC.
What does Beacon Financial Advisors, LLC specialize in?
Beacon Financial Advisors, LLC's advisors and website list retirement planning, tax planning and small business owners.
Is Beacon Financial Advisors, LLC accepting new clients?
Yes, according to Beacon Financial Advisors, LLC's website, checked October 28, 2026.
Beacon Financial Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our hourly rate is $250." source
"you can hire us for a one-time project or for on-going advice." source
"you can hire us for a one-time project or for on-going advice." source
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 by | Hourly |
|---|---|
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 121502 |