Beacon Harbor Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour.”

Flat or project fee

$1,000⁠-⁠$50,000

“The fixed fee can range between $1,000.00 and $50,000.00, depending on the needs of the client and complexity of case.”

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

How Beacon Harbor Wealth Advisors bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”

How Beacon Harbor Wealth Advisors’ fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 3 of the 6 other planners in Virginia Beach that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Virginia median of $4,250. 96% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.

About Beacon Harbor Wealth Advisors

• Firm size: 8 employees.
• Credentials named in the brochure: CFA.
• Founded: 2018 (8 years).

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

1.5% a year

Clients

572

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$608,304,013

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300243

Website

beaconharborwealth.com (opens in new tab)

Phone

(757) 644-4545

Can advise clients in 8 states: Arizona, Florida, Georgia, Louisiana, North Carolina, South Carolina, Texas, Virginia

Other planners in Virginia Beach that publish fees

• Altura Wealth AdvisorsVirginia Beach$4,000⁠-⁠$25,000, $350⁠-⁠$2,500/mo
• Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500⁠-⁠$10,000
• Bellars Harris Wealth ManagementVirginia Beach$5,000⁠-⁠$25,000
• Compton Wealth Advisory Group, LLCVirginia Beach$150⁠-⁠$450/hr
• Cook Financial Designs, Inc.Virginia Beach$4,000⁠-⁠$40,000/yr
• Gratus Wealth Advisors LLCVirginia BeachUp to $500/hr, $50,000

Compare all 28 planners in Virginia Beach