Firm
Beacon Financial Partners
Cleveland, Ohio
Fee-only
Beacon Financial Partners at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 13 employees and 1,549 individual clients, 286 of them high net worth.
- Its average account is about $354,000 (assets it manages divided by its 2,542 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cleveland, Ohio |
|---|---|
| Website | beaconplanners.com |
| [email protected] | |
| Phone | (216) 910-1850 |
Beacon Financial Partners fees
Beacon Financial Partners 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $901 million |
| Individual clients | 1,263 |
| High-net-worth clients | 286 |
| Accounts managed | 2,542 |
| Employees | 13 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-108381) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 174334 |