Firm
Beacon Financial Strategies
Raleigh, North Carolina
Fee-only
Beacon Financial Strategies at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 140 individual clients, 97 of them high net worth.
- Its average account is about $553,000 (assets it manages divided by its 560 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the North Carolina median of $4,500.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | beaconfinancialstrategies.com |
| [email protected] | |
| Phone | (919) 803-3801 |
Beacon Financial Strategies 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"The fee rate starts at 1% and is tiered on asset levels above $2 million." source
"There is a minimum quarterly fee of $2,500.00 for our Net Worth Management service." source
"There is a minimum quarterly fee of $2,500.00 for our Net Worth Management service." source
"This annual fee is calculated based on the billable assets of your net worth. The fee rate starts at 1% and is tiered on asset levels above $2 million." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $309 million |
| Individual clients | 43 |
| High-net-worth clients | 97 |
| Accounts managed | 560 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110734) |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 132987 |