PlannerFees

Beacon Rock Wealth Advisors fees and pricing

Financial planner in Camas, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2026, Beacon Rock Wealth Advisors charges $150⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$350/hr
“Such engagements will be documented in writing and BRC will charge an hourly rate of between $150.00 and $350 in arrears for such services and invoiced monthly.”

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

How Beacon Rock Wealth Advisors bills

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

  • “Fees may be negotiable and waivable for clients under certain circumstances, depending on the total amount of assets under management for a corporation or household.”
  • “However, fees paid to third-party advisers are not waivable or negotiable.”
  • “For accounts held at Interactive Brokers, fees are paid monthly in arrears.”

How Beacon Rock Wealth Advisors’ fees compare

  • Its hourly rate of $150-$350 spans the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
  • 1 of the 7 other planners in Camas that publish an hourly rate charge less.

About Beacon Rock Wealth Advisors

“We offer retirement planning both initial analysis as well as ongoing updates, free of charge to all asset management clients to help them reach their retirement goals.”
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® and CFA.
  • Founded: 2003 (23 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
45
Employees
1
Works with
High net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed
$8,821,600
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
131592
Website
twitter.com/billroller (opens in new tab)
Phone
(360) 735-1900

Can advise clients in 2 states: Oregon, Washington

Other planners in Camas that publish fees

Compare all 8 planners in Camas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.