# Beacon Associates Wealth Management, LLC

> Beacon Associates Wealth Management, LLC is an SEC-registered investment advisory firm in Maumee, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 318651
- Filed as: BEACON ASSOCIATES WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maumee, OH
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318651
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-associates-wealth-management-llc-maumee-oh-318651

## Quick answers

**How is Beacon Associates Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Associates Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Beacon Associates Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $50 to $400 an hour (project-based advisory arrangement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Beacon Associates Wealth Management, LLC located?**
Beacon Associates Wealth Management, LLC's principal office is in Maumee, OH, according to its Form ADV.

**Is Beacon Associates Wealth Management, LLC registered with the SEC or a state?**
Beacon Associates Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 318651.

**How much does Beacon Associates Wealth Management, LLC manage?**
Beacon Associates Wealth Management, LLC reports $101,067,667 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Beacon Associates Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (24).

**Which custodians does Beacon Associates Wealth Management, LLC use?**
Beacon Associates Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Beacon Associates Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318651

**Does Beacon Associates Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Beacon does not require a minimum to open an account."

**What changed in Beacon Associates Wealth Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> Beacon does not require a minimum to open an account.

- Hourly rate: $50 to $400 an hour (project-based advisory arrangement)

> Hourly fees are between $50 and $400 per hour while fixed fees are determined on a case by case basis but generally range from $1,000 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $101,067,667
- Discretionary: $101,067,667
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $59,448,189 |
| High net worth individuals | 24 | $41,619,478 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, NC, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baifinancial.com
- Facebook @beaconassociatesfinancial
- Instagram @beaconassociatesmaumee
- LinkedIn @beacon-associates-maumee-ohio-

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Associates Wealth Management, LLC (CRD 318651): Form ADV filing data as of October 2026.