Firm
Beacon Investment Advisors
Gaithersburg, Maryland
Fee-only
Beacon Investment Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 118 individual clients, 59 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 533 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Gaithersburg, Maryland |
|---|---|
| Website | beaconadvisors.net |
| Phone | (301) 670-1700 |
Beacon Investment Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our account minimum is currently $250,000." source
"Beacon's compensation consists solely of the asset-based fee we receive for asset management." 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 |
|---|---|
| Assets managed | $542 million |
| Individual clients | 59 |
| High-net-worth clients | 59 |
| Accounts managed | 533 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-125799) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 127368 |