Beacon Financial Advisors, LLC fees and pricing
Financial planner in Independence, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Beacon Financial Advisors, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our fees for services are charged at an hourly rate of $250.00 per hour for Financial Planning and Financial Consultation Services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beacon Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance of actual fees for services provided will be due and payable to Beacon immediately upon presentation of recommendations to you.”
- “Beacon will invoice you for fees for any services performed.”
- “Payment of such invoices shall be made within thirty (30) days of the date of the invoice.”
How Beacon Financial Advisors, LLC’s fees compare
- Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Beacon Financial Advisors, LLC
“We offer investment advisory services, specifically Financial Planning Services or other Financial Consultations.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121502
- Phone
- (816) 739-4853
Other planners in Independence that publish fees
- Equity Wealth Partners, LLCIndependence$500-$12,000/yr
- Freedom Financial Advisors, LLCIndependence$200/hr, $1,000-$3,000
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
Is something on this page wrong or out of date?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.