Beacon Freedom Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour.”

Flat or project fee

$2,000⁠-⁠$3,500

“The fixed fee can range between $2,000.00 and $3,500.00, depending on the complexity and needs of the client.”

Monthly fee

$200/mo

“Consulting and On-Going Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,500, paid upon execution of the client agreement, and an ongoing fee which is paid in arrears, at the rate of $200.00 per month.”

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

How Beacon Freedom Advisory, LLC bills

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

• “The annual fees are negotiable and are paid quarterly, in advance.”
• “The client’s first billing cycle will be prorated based on the number of days the client’s account was open and how much was funded into the account during their first quarter.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis. 8 Our fee under this arrangement is based on our continuing direct relationship with you.”

How Beacon Freedom Advisory, LLC’s fees compare

• Its hourly rate of $350 is above the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
• 6 of the 9 other planners in Williamsburg that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$3,500 is below the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Williamsburg that publish a flat or project fee charge less.

About Beacon Freedom Advisory, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

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

3% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339717

Website

bfausa.com (opens in new tab)

Phone

(757) 941-5755

Can advise clients in 3 states: Arizona, California, Virginia

Other planners in Williamsburg that publish fees

• B Hive Financial, LLCWilliamsburg$250/hr, $200⁠-⁠$2,000
• Bay Rivers Group Wealth PartnersWilliamsburg$250⁠-⁠$500/hr, $500⁠-⁠$5,000
• Blue Rock Financial Services, Inc.Williamsburg$200/hr
• Capitol Landing WealthWilliamsburg$250⁠-⁠$500/hr, $1,500⁠-⁠$10,000
• Dominguez Wealth Management Solutions, Inc.Williamsburg$225/hr
• Foundations Financial Planning, LLCWilliamsburg$250/hr, $2,250

Compare all 12 planners in Williamsburg