PlannerFees

Beacon Advisors fees and pricing

Financial planner in Austin, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Beacon Advisors charges $500 an hour and a flat or project fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Financial planning services offered under a fixed fee arrangement will not exceed $10,000 and hourly fee arrangements will not exceed $500 per hour, based on the scope and complexity of the services to be provided.”
Flat or project fee
$10,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Beacon Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the days the Client account was open during that quarter.”
  • “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
  • “The Client may pay the fees owed for the financial planning services by submitting payment directly via check or by deducting the fee from an existing investment account.”

How Beacon Advisors’ fees compare

  • Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
  • 46 of the 57 other planners in Austin that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 37 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Beacon Advisors

“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, and independent third-party money management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Minimum
$1,000,000 in assets (stated in brochure)
Clients
60
Employees
4
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed
$459,604,597
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
335101
Website
beacon-adv.com (opens in new tab)
Phone
(512) 612-4884

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