Beacon Financial Advisors fees and pricing
Financial planner in Rye Brook, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Beacon Financial Advisors charges $1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“The maximum hourly rate for financial planning services is $1,000 per hour for Investment Adviser Representatives and $500 per hour for Support Staff.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beacon Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial planning are negotiable.”
- “If a fixed fee is negotiated, the fee will be payable in full in advance for engagements lasting not more than six months.”
- “If an hourly rate has been negotiated, the fee will be payable monthly in arrears.”
How Beacon Financial Advisors’ fees compare
- Its hourly rate of $1,000 is above the New York median of $300. 98% of the 301 other New York planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Rye Brook that publish an hourly rate charge less.
About Beacon Financial Advisors
“We focus on providing personalized financial advice and superior service to a limited number of clients.”
- Firm size: 4 employees.
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Equity compensation
- Cash flow and budgeting
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
- 47
- Employees
- 4
- 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, and selecting other advisers
- Assets managed
- $228,012,480
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119672
- Phone
- (914) 872-4040
Can advise clients in 3 states: Connecticut, New York, Texas
Other planners in Rye Brook that publish fees
- DR. Jeff Finance, LLCRye Brook$3,000-$9,000, $250-$3,000/mo
- Garrison Phillips, LLCRye Brook$300-$500/hr, $1,000-$7,500
- Meyer Handelman Company LLCRye Brook$10,000/yr
- Navis Wealth Advisors LLCRye Brook$650/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.