Firm
Beacon Investment Advisers
Northampton, Massachusetts
Fee-only
Beacon Investment Advisers at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its average account is about $410,000 (assets it manages divided by its 36 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Northampton, Massachusetts |
|---|---|
| Phone | (413) 586-2200 |
Beacon Investment Advisers fees
Beacon Investment Advisers 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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 20 |
| High-net-worth clients | 5 |
| Accounts managed | 36 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2024 |
| SEC record | CRD 130151 |