As a fee-only financial planning firm, we serve our clients in a fiduciary capacity – acting in their best interest at all times.

Our only source of compensation is derived from our clients directly. We do not accept commissions of any kind.  As such, we work in partnership with our clients to help them make sound financial decisions and achieve their long-term financial goals.

The following video may be helpful in explaining the benefits of the fee structure of our practice.

 Net Worth Management:

Our Net Worth Management service is best suited for those who value and understand the impact of an ongoing professional financial advisory relationship.  We partner with our clients to provide advice-driven solutions within a fiduciary framework.

Beacon charges a flat annual advisory fee that is quoted upfront and billed to clients on a quarterly basis.  This annual fee is calculated based on the billable assets of your net worth.  The fee rate starts at 1% and is tiered on asset levels above $1 million.

Net Worth Management fees are fixed for one year, paid over four quarters and debited directly from accounts when possible (or preferred).  Fees are adjusted annually in the 3rd quarter of each year to reflect changes in billable assets.

There is a minimum quarterly fee of $1,875.00 for our Net Worth Management Service.

We believe our flat fee arrangement minimizes the possibility of conflicts of interest while also offering you a fair value for professional advice.