Beacon Hill Investment Advisory

Beacon Hill Investment Advisory at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 4 advisors are listed here; 3 of 4 hold the CFP.
• Its Form ADV reports 4 employees and 84 individual clients, 31 of them high net worth.
• Its average account is about $309,000 (assets it manages divided by its 297 accounts).

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

Facts

Beacon Hill Investment Advisory fees

Beacon Hill Investment Advisory 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 (4)

• Anne Zavaglia

  CFP

• Clint Edgington

  CFA

• Mark Fissel

  CFP

• William Shorthill

  CFP