# Beacon Wealth Consultants, Inc. > Beacon Wealth Consultants, Inc. is an SEC-registered investment advisory firm in Roanoke, VA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026. - CRD: 154939 - Filed as: BEACON WEALTH CONSULTANTS, INC. - Also doing business as: LIGHTPOINT PORTFOLIOS - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Roanoke, VA - Filing period: October 2026 - Form ADV filing dated: August 18, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154939 - AdvisorCensus page: https://advisorcensus.com/firm/beacon-wealth-consultants-inc-roanoke-va-154939 ## Quick answers **How is Beacon Wealth Consultants, Inc. compensated?** On its Form ADV (Item 5.E, October 2026), Beacon Wealth Consultants, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **How much does Beacon Wealth Consultants, Inc. charge?** Its Form ADV Part 2A brochure dated August 18, 2026 states: Flat fee: $1,500 (One-time Comprehensive Financial Plan charged at a rate equal to 1% of net…); Hourly rate: $300 an hour (Reviews and updates to these plans); Subscription: $300 a quarter (Basic Retainer Service); Hourly rate: $250 an hour (estate administration and wealth transfer consulting); Flat fee: $3,500 to $35,000 a year (True Wealth Legacy Coaching). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Beacon Wealth Consultants, Inc. located?** Beacon Wealth Consultants, Inc.'s principal office is in Roanoke, VA, according to its Form ADV; the September 2026 filing also lists 4 other offices (Schedule D, Section 1.F). **Is Beacon Wealth Consultants, Inc. registered with the SEC or a state?** Beacon Wealth Consultants, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 154939. **How much does Beacon Wealth Consultants, Inc. manage?** Beacon Wealth Consultants, Inc. reports $278,261,194 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary). **How have Beacon Wealth Consultants, Inc.'s assets and staff changed since 2021?** In the Form ADV data for Beacon Wealth Consultants, Inc.: Regulatory assets under management: $145,574,886 in the October 2021 data and $278,261,194 in the October 2026 data, up 91%. Total employees: 12 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Beacon Wealth Consultants, Inc. serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (497); high net worth individuals (25); pension and profit sharing plans (but not the plan participants or government pension plans) (13). **Which custodians does Beacon Wealth Consultants, Inc. use?** Beacon Wealth Consultants, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets. **Does Beacon Wealth Consultants, Inc. 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/154939 **What changed in Beacon Wealth Consultants, Inc.'s recent Form ADV filings?** In the September 2026 filing data: Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated August 18, 2026) - Flat fee: $1,500 (One-time Comprehensive Financial Plan charged at a rate equal to 1% of net…) > Alternatively, it is offered on an a la carte basis as a One-time Comprehensive Financial Plan charged at a rate equal to 1% of net worth or $1500, whichever is higher, for planning-only engagements. - Hourly rate: $300 an hour (Reviews and updates to these plans) > Reviews and updates to these plans will be billed at $300 per hour. - Subscription: $300 a quarter (Basic Retainer Service) > The fee for this service is $300 per quarter. These fees are charged quarterly in advance. - Hourly rate: $250 an hour (estate administration and wealth transfer consulting) > We offer estate administration and wealth transfer consulting for an hourly rate of $250 per hour. - Flat fee: $3,500 to $35,000 a year (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. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Betterment Securities - Charles Schwab & Co., Inc. 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: $278,261,194 - Discretionary: $278,261,194 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 497 | $167,515,450 | | High net worth individuals | 25 | $74,856,255 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $33,580,465 | | Charitable organizations | 2 | $2,309,024 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients - Pension consulting services - Other ### Firm details - Registered since: 2020 (6 years) - Employees: 19 total, 15 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: FL, MI, NC, NJ, NY, OR, PA, TN, TX, VA, WV - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the September 2026 filing - Hickory, NC - Lansing, MI - State College, PA - Winter Garden, FL ### Websites listed on Form ADV (Item 1.I) - beaconwealth.com - lightpointportfoliosolutions.com - Facebook @beaconwealth - LinkedIn @beacon-wealth-consultants-inc- - LinkedIn @lightpoint-portfolio-solutions - YouTube @UCt_qpLcQ3_0HgH7P-5T0jjw ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $145,574,886 | 12 | June 15, 2021 | | October 2022 | $172,590,500 | 10 | May 5, 2022 | | October 2023 | $183,646,648 | 15 | August 26, 2023 | | October 2024 | $203,842,051 | 15 | September 13, 2024 | | October 2025 | $236,888,006 | 19 | March 26, 2025 | | October 2026 | $278,261,194 | 19 | August 18, 2026 | Regulatory assets under management: $145,574,886 in the October 2021 data and $278,261,194 in the October 2026 data, up 91%. Total employees: 12 in October 2021 and 19 in October 2026. ## Changes in the filing (last 12 months) ### September 2026 - Updated its list of owners and control persons (Schedule A). ### July 2026 - Updated its list of owners and control persons (Schedule A). ### April 2026 - Regulatory assets under management went from $236,888,006 to $278,261,194 (+17%). - Added an office in Hickory, NC. - Added an office in Lansing, MI. ### December 2025 - Registered or notice-filed in NY. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Wealth Consultants, Inc. (CRD 154939): Form ADV filing data as of October 2026.