Beacon Financial Advisers, Inc. fees and pricing
Financial planner in Conyers, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Beacon Financial Advisers, Inc. charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Fees for services provided beyond those defined in Item 4 will be billed at a rate of $300 per hour for principal and $150 per hour for associate adviser, plus travel costs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beacon Financial Advisers, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our negotiable fee is calculated based on the total assets in the plan.”
- “You should verify the accuracy of the fee charged; verify the correct amount was debited from the Plan’s trust by comparing the fee shown on our invoice to that shown on your custodial statement.”
- “If you terminate your relationship with us, the fee will be prorated to the termination date of the relationship (30 days after notification of termination) with any unearned fee being promptly refunded to you.”
How Beacon Financial Advisers, Inc.’s fees compare
- Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
About Beacon Financial Advisers, Inc.
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2012 (14 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
- Clients
- 91
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $108,831,563
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125085
- Phone
- (678) 750-1700
Can advise clients in 2 states: Georgia, South Carolina
Other planners in Georgia that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
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.