Beacon Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“As outlined in that 3rd Party Advisory agreement, the 3rd Party Advisor’s Fees typically will be deducted directly from the client’s account on either a monthly or quarterly basis in arrears. a) Financial Planning Services As noted in Item 4, Beacon offers financial planning as part of the portfolio management…”

Flat or project fee

$1,200⁠-⁠$10,000

From the same sentence as above.

Annual fee

$1,200⁠-⁠$15,000/yr

“Fixed fees are based on the complexity of the services to be performed and will range from $1,200 to $15,000 per annum, with a minimum fee of $1,200 per year.”

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

How Beacon Capital Management, LLC bills

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

• “All new or additional accounts opened will be billed monthly.”
• “The Fee will be appropriately prorated to reflect any withdrawals and/or contributions which occur during billing cycle and shall be paid to the Firm regardless of the account’s profitability.”
• “All of the above-referenced Fees are negotiable.”

How Beacon Capital Management, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Tennessee median of $275. 79% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 8 of the 11 other planners in Franklin that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$10,000 spans the Tennessee median of $3,000. 72% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 9 of the 14 other planners in Franklin that publish a flat or project fee charge less.
• Its annual fee of $1,200-$15,000 spans the Tennessee median of $7,250. 54% of the 35 other Tennessee planners that publish an annual fee charge less.
• 3 of the 4 other planners in Franklin that publish an annual fee charge less.

About Beacon Capital Management, LLC

• Firm size: 39 employees.
• Founded: 2005 (21 years).

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

2% a year

Clients

2,064

Employees

39

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$1,269,503,035

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

156228

Website

twitter.com/beaconcapitalm (opens in new tab)

Phone

(615) 224-9794

Can advise clients in 20 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, Missouri, Mississippi, North Carolina, New York, Ohio, South Carolina, Tennessee, Texas, Virginia, Wisconsin

Other planners in Franklin that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Arrow AllianceFranklin$2,500, $500⁠-⁠$25,000/mo
• Cap Partners, LLCFranklin$100⁠-⁠$500/hr, $500⁠-⁠$5,000
• Efinancial Alliance, LLCFranklin$295/hr, $5,000⁠-⁠$10,000
• Goto Financial Advisory LLCFranklin$200/hr, $975
• Greensview Wealth ManagementFranklin$100⁠-⁠$500/hr, $1,000⁠-⁠$5,000

Compare all 30 planners in Franklin