{
  "crd_number": 287532,
  "slug": "beacon-wealth-advisory-overland-park-ks-287532",
  "primary_business_name": "BEACON WEALTH ADVISORY",
  "legal_name": "BEACON WEALTH ADVISORY LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-04-28",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-04-16",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "KS",
    "MO",
    "NC"
  ],
  "websites": [
    "https://beaconwealthadvisory.com",
    "https://facebook.com/BeaconWealthManagement",
    "https://music.amazon.com/podcasts/705e4dbd-b10f-4d8a-9b31-1f663f23f5a1/retirement-today",
    "https://open.spotify.com/show/4C9u2QzHqfmbpiIKRqbbhR",
    "https://podcasts.apple.com/us/podcast/retirement-today/id1799235068",
    "https://youtube.com/channel/UC-qbpHPDr9bjaO8SnrQjaXQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287532",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/beacon-wealth-advisory-overland-park-ks-287532",
  "display_name": "Beacon Wealth Advisory",
  "summary": "Beacon Wealth Advisory is a state-registered investment advisory firm in Overland Park, KS, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated April 16, 2026.",
  "citation": "AdvisorCensus. Beacon Wealth Advisory (CRD 287532): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Beacon Wealth Advisory compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beacon Wealth Advisory reports these compensation arrangements: other."
    },
    {
      "q": "Where is Beacon Wealth Advisory located?",
      "a": "Beacon Wealth Advisory's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Beacon Wealth Advisory registered with the SEC or a state?",
      "a": "Beacon Wealth Advisory is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287532."
    },
    {
      "q": "Does Beacon Wealth Advisory report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287532"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/beacon-wealth-advisory-overland-park-ks-287532.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287532",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}