Beacon Asset Management fees
Financial planner in Owensboro, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 9, 2026, Beacon Asset Management (Owensboro, KY) charges $120 an hour for financial planning.
- Website: beaconassetmanagement.com (opens in new tab)
- Call (270) 688-0840
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 9, 2026. Fees can change.
- Hourly rate
- $120/hr
Below the Kentucky median of $250; 1 of the 19 other planners in Kentucky that publish an hourly rate charges less. The one other planner in Owensboro charges more.
“Financial planning fees are $120 per hour or may be negotiated on a limited basis due to the complexity or length of the plan.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2000 (26 years)
How Beacon Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable upon completion of the plan.”
- “New accounts are charged a prorated fee from the date of deposit to the end of the quarter.”
About Beacon Asset Management
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 129
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $36 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 9, 2026
- CRD number
- 146410 (opens in new tab)
- Phone
- (270) 688-0840
Other planners in Owensboro that publish fees
- Key Financial Advisors LLCOwensboroHourly $125/hr
More planners in Kentucky that publish fees
- Balanced Life PlanningVilla HillsHourly $250/hr, Monthly $150-$500/mo
- The Prosperity PeopleBellevueFlat $300-$15,000
- Life Advisors Financial Planning and Wealth Management, LLCMunfordvilleHourly $125-$225/hr
- Blue Castle WealthLexingtonHourly $125/hr, Flat $250-$2,500
- Pivot Point Wealth PlanningBrandenburgFlat $500-$5,000, Monthly $150-$500/mo
- Lach FinancialLouisvilleHourly $325/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.