Beacon Wealthcare LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$15,000

“The flat fee is no higher than $15,000, varying depending on complexity and scope of the plan environment.”

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

How Beacon Wealthcare LLC bills

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

• “Fees are augmented by the pro-rata portion of any significant capital contribution ( greater than $10,000 ) during a calendar quarter.”
• “Clients may also be billed and send a check for payment.”
• “Held-away assets managed by us are invoiced and paid by check, credit or debit card, or other agreed-upon method, not to include direct debiting of the account itself.”

How Beacon Wealthcare LLC’s fees compare

• Its flat or project fee of $15,000 is above the North Carolina median of $4,800. 87% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 16 of the 20 other planners in Raleigh that publish a flat or project fee charge less.

About Beacon Wealthcare LLC

• Firm size: 6 employees.
• Registered as an adviser: 2021 (5 years).

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

0.9% a year

Minimum

$3,500 minimum fee (stated in brochure)

Clients

908

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$308,321,846

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312556

Website

beaconwc.com (opens in new tab)

Phone

(919) 821-5225

Can advise clients in 10 states: California, Florida, Georgia, Massachusetts, North Carolina, New Hampshire, New York, South Carolina, Texas, Virginia

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000
• CLW Financial Planning LLCRaleigh$250⁠-⁠$350/hr

Compare all 55 planners in Raleigh