Beacon Veterinary Wealth fees
Financial planner in Brentwood, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 11, 2026, Beacon Veterinary Wealth (Brentwood, CA) charges a monthly fee of $200-$600 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change.
- Monthly fee
- $200-
$600/mo “Fees are paid monthly in advance, ranging from $200 to $600.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Beacon Veterinary Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Beacon Veterinary Wealth
- Principal: Ryan Koopmans
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 27, 2026
- CRD number
- 342859 (opens in new tab)
- Phone
- (402) 578-2293
Other planners in Brentwood that publish fees
- Nardene Wealth Management IncBrentwoodHourly up to $250/hr, Flat $200-$2,000
More planners in California that publish fees
- Fairlead Financial Advisors, LLCGreenbraeHourly $250/hr
- Parallel Wealth ManagementReddingHourly $450/hr, Flat $3,500-$25,000
- Trinity Capital Management, LLCSanta BarbaraFlat $500-$20,000
- Pathways Advisory Group, Inc.FresnoHourly $300/hr
- Noor Financial ServicesTujungaHourly $250/hr, Flat $600-$4,000
- Fischer Investment Strategies, LLCWestlake VillageHourly $350/hr, Flat $500-$10,000
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.