Firm
Beacon Wealthcare
Raleigh, North Carolina
Fee-only
Beacon Wealthcare at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 908 individual clients, 109 of them high net worth.
- Its average account is about $340,000 (assets it manages divided by its 908 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | beaconwc.com |
| Phone | (919) 821-5225 |
Beacon Wealthcare 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $250,000 1.25%" 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 | $308 million |
| Individual clients | 799 |
| High-net-worth clients | 109 |
| Accounts managed | 908 |
| Employees | 6 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120334) |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 312556 |