Beacon Light Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The fixed fee for financial planning services will not exceed $500 per hour for services rendered.”

Flat or project fee

$1,000⁠-⁠$5,000

“The fixed planning fee typically ranges from $1,000 to $5,000 per engagement, based on the anticipated scope and complexity of the work.”

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

How Beacon Light Wealth Management bills

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

• “Investment Management and Retirement Plan Consulting fees may be negotiable based on the scope and complexity of the engagement.”
• “Fees are not negotiable and are charged as described below.”
• “Fees may be negotiable based on the scope and complexity of the engagement.”

How Beacon Light Wealth Management’s fees compare

• Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Pennsylvania median of $3,650. 43% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Beacon Light Wealth Management

• Firm size: 4 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

151

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$39,122,800

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338731

Website

beaconlightwealthmgmt.com (opens in new tab)

Phone

(412) 992-8659

Can advise clients in 12 states: Colorado, Louisiana, Maryland, North Carolina, New York, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, West Virginia, Wyoming

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

Compare all 621 planners in Pennsylvania