Beacon Financial Strategies Corp. fees and pricing
Financial planner in Raleigh, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Beacon Financial Strategies Corp. charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Beacon’s current hourly fee rate is $400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beacon Financial Strategies Corp. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Beacon Financial Strategies will bill its fees in advance, generally on a quarterly basis.”
- “However, there are clients of Beacon Financial Strategies whose fee billing is in arrears because their fees were being deducted in this manner prior to their adviser joining Beacon Financial Strategies and the firm has continued with the fee billing.”
- “The client must consent in advance to direct debiting of their investment account and can elect to be billed directly for fees.”
How Beacon Financial Strategies Corp.’s fees compare
- Its hourly rate of $400 is above the North Carolina median of $300. 80% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 15 of the 23 other planners in Raleigh that publish an hourly rate charge less.
About Beacon Financial Strategies Corp.
“Beacon Financial Strategies provides four distinct types of advisory services to clients including: Net Worth Management, Investment Management, Tax Preparation and Corporate Sponsored Retirement Plan Consulting services.”
- Firm size: 7 employees.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Equity compensation
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
- Minimum
- $1,875 minimum fee (stated in brochure)
- Clients
- 140
- Employees
- 7
- 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 pension consulting
- Assets managed
- $309,434,084
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132987
- Phone
- (919) 803-3801
Can advise clients in 2 states: North Carolina, Texas
Other planners in Raleigh that publish fees
- Advisorstrust Partners LLCRaleigh$500/hr, $2,000-$20,000
- Armor Investment Advisors, LLCRaleigh$250-$300/hr, $2,500-$40,000
- Beacon Wealthcare LLCRaleigh$15,000
- Cameron Advisors, LLCRaleigh$200/hr
- Cima FinancialRaleigh$350/hr, $2,200-$30,000
- CLW Financial Planning LLCRaleigh$250-$350/hr
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