Beacon Financial Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$20,000

“Thereafter, clients may terminate the client contract generally with 30 days' written notice. 9 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $250 and $20,000.00.”

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

How Beacon Financial Advisory LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the client contract.”
• “Clients may terminate the agreement without penalty for a full refund of Beacon FA's fees within five business days of signing the client contract.”
• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the client contract.”

How Beacon Financial Advisory LLC’s fees compare

• Its flat or project fee of $250-$20,000 spans the Ohio median of $3,250. 90% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Cleveland that publish a flat or project fee charge less.

About Beacon Financial Advisory LLC

• Firm size: 13 employees.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.8% a year

Clients

1,549

Employees

13

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$900,724,380

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174334

Website

twitter.com/beaconplanners (opens in new tab)

Phone

(216) 910-1850

Can advise clients in 18 states: Arizona, California, Colorado, Florida, Illinois, Kentucky, Louisiana, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Cleveland that publish fees

• Anfield Wealth ManagementCleveland$500, $200/mo
• Cleveland Wealth, LLCCleveland$1,200⁠-⁠$10,000
• Ethos Financial PlanningCleveland$2,000⁠-⁠$10,000
• Family Financial Services, LLCCleveland$50⁠-⁠$250/hr
• Firefly Wealth ManagementCleveland$5,000
• Intentional Wealth PartnersCleveland$400/hr, $2,500⁠-⁠$10,000

Compare all 15 planners in Cleveland