Beacon Trust fees and pricing
Financial planner in Morristown, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Beacon Trust charges a flat or project fee of $5,000-$15,000 and a quarterly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$15,000
“These fees are negotiable but generally range from $5,000 to $15,000 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
- Quarterly fee
- $250/qtr
“E) For accounts that were managed by TLFI prior to its acquisition by BIAS, TLFI charges clients a monthly advisory fee, payable in advance at mid-month in the month that services are provided, with a minimum quarterly fee of $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beacon Trust bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Beacon Trust’s fee is charged monthly, in arrears, based upon the average daily market value of the assets being managed by Beacon Trust during the previous month.”
- “Upon termination, the fees charged for advisory services will be pro-rated and a refund for any unearned fees will be issued.”
- “The fee schedule for the Wrap Program is set forth below, however each month fees are payable by the client in the middle of each month.”
How Beacon Trust’s fees compare
- Its flat or project fee of $5,000-$15,000 is above the New Jersey median of $5,000. 77% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Beacon Trust
“Beacon Trust provides financial planning and asset management services to its clients.”
- Firm size: 51 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.5% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 2,830
- Employees
- 51
- Works with
- Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $4,442,205,744
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 226547
- Phone
- (973) 377-8090
Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Other planners in Morristown that publish fees
- Keller Wealth Management LLCMorristown$200/hr
- Simon Quick Advisors, LLCMorristown$20,000/yr
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
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.