Beacon Wealth Consultants, Inc. fees
Financial planner in Roanoke, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 26, 2026, Beacon Wealth Consultants, Inc. (Roanoke, VA) charges $300 an hour, a quarterly fee of $300, and an annual fee of $3,500-$35,000 for financial planning.
- Website: lightpointportfoliosolutions.com (opens in new tab)
- Call (540) 345-3891
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 26, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Virginia median of $300; 50% of the 132 other planners in Virginia that publish an hourly rate charge less. 1 of the 3 other planners in Roanoke charges less.
“Reviews and updates to these plans will be billed at $300 per hour.”
- Quarterly fee
- $300/qtr
“The fee for this service is $300 per quarter.”
- Annual fee
- $3,500-
$35,000/yr Runs from below the Virginia median of $7,650 to above it.
“True Wealth Legacy Coaching™ The fee for True Wealth Legacy Coaching is a fixed fee, and ranges between $3,500 and $35,000 annually depending upon the scope of services requested and the size and complexity of the estate.”
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) and CFA
- Brochure mentions virtual meetings
- Yes
- Team size
- 19 employees
How Beacon Wealth Consultants, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated for contributions and withdrawals of $1,000 or more made during a billing quarter.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
- “You could terminate our services within 5 business days of signing our investment advisory agreement and receive a full refund of any pre-paid advisory fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, annual planning fees, and a percentage of assets under management
- Clients
- 522
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $278 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 26, 2026
- CRD number
- 154939 (opens in new tab)
- Phone
- (540) 345-3891
Registered or notice filed in 11 states: Florida, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Virginia, West Virginia
Other planners in Roanoke that publish fees
- American Financial Planning, Inc.RoanokeHourly $215/hr, Flat $2,450
- Greenbrier FinancialRoanokeHourly $300/hr, Flat $2,500-$30,000
- WayneFirebaugh, Inc.RoanokeHourly $500/hr
More planners in Virginia that publish fees
- Virginia Wealth Management Group, Inc.Virginia BeachHourly up to $500/hr, Annual up to $20,000/yr
- Reframe Wealth, LLCViennaAnnual up to $10,000/yr
- FI-Nancial Planner LLCHamiltonHourly $425/hr, Flat $425
- MAB Financial PlanningArlingtonHourly $350/hr, Flat $6,500-$12,000
- Argo Wealth Advisory, LLCMcLeanFlat $500-$50,000
- Reliable Alliance FinancialFairfaxHourly $250/hr, Flat from $900
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.