Firm
Beacon Hill Private Wealth
Summit, New Jersey
Fee-only
Beacon Hill Private Wealth at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 29 individual clients, 22 of them high net worth.
- Its average account is about $470,000 (assets it manages divided by its 114 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Summit, New Jersey |
|---|---|
| Website | beaconhillprivatewealth.com |
| [email protected] | |
| Phone | (908) 608-8444 |
Beacon Hill Private Wealth 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"On the first $1,000,000 1.00%" source
"our wealth management services are typically a fit for households with $1 million or more of investable assets (excluding real estate)" source
"Our advisory fee is tiered, meaning different rates apply to different portions of assets." source
"Beacon Hill Private Wealth may be engaged under a Consulting Services agreement rather than an asset-based advisory relationship." 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 · Fixed fees |
|---|---|
| Assets managed | $54 million |
| Individual clients | 7 |
| High-net-worth clients | 22 |
| Accounts managed | 114 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 285329 |