PlannerFees

Beacon Financial Management LLC fees and pricing

Financial planner in Carlsbad, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 13, 2026, Beacon Financial Management LLC charges $200 an hour and a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Hourly rate for limited scope engagements is $200.”
Flat or project fee
$3,000
“For Comprehensive Financial Plan, the fee is $3,000.”

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

How Beacon Financial Management LLC bills

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

  • “Billing Investment management fees are billed quarterly, in ARREARS, meaning that we invoice you AFTER the three-month billing period has ENDED.”
  • “The client must consent in advance to direct debiting of their investment account.”

How Beacon Financial Management LLC’s fees compare

  • Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
  • 1 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
  • Its flat or project fee of $3,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
  • 1 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.

About Beacon Financial Management LLC

“A financial planning process starts with gathering current information and data and projecting future needs and goals and help plan a detailed road map to get there.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • 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
1% a year
Minimum
$1,250 minimum fee (stated in brochure)
Clients
7
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$3,677,612
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
157454
Website
beaconfinancialmgmt.com (opens in new tab)
Phone
(760) 473-3335

Other planners in Carlsbad that publish fees

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