Beacon Financial Advisors

Beacon Financial Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 86 individual clients, 53 of them high net worth.
• Its average account is about $603,000 (assets it manages divided by its 492 accounts).

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

Facts

Beacon Financial Advisors fees

Beacon Financial Advisors 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

Advisors at this firm (2)

• Joshua Hebert

  CFP

• Marcel Hebert

  CFP · CFA

Other fee-only firms in Houston

• BIAR Legacy
• Blue Trust
• Blueprint 360
• Branson Fowlkes & CO
• BWM Planning LLC d/b/a Brownlee Wealth Management
• Caplo Advisory
• Carter Capital Management
• Celtic Capital

Fee-only advisors in Texas