# Beacon Wealthcare LLC

> Beacon Wealthcare LLC is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 312556
- Filed as: BEACON WEALTHCARE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312556
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-wealthcare-llc-raleigh-nc-312556

## Quick answers

**How is Beacon Wealthcare LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Wealthcare LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Beacon Wealthcare LLC charge?**
Its Form ADV Part 2A brochure dated January 20, 2026 states: Flat fee: $3,500 (planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Beacon Wealthcare LLC located?**
Beacon Wealthcare LLC's principal office is in Raleigh, NC, according to its Form ADV.

**Is Beacon Wealthcare LLC registered with the SEC or a state?**
Beacon Wealthcare LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312556.

**How much does Beacon Wealthcare LLC manage?**
Beacon Wealthcare LLC reports $308,321,846 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (99% discretionary).

**How have Beacon Wealthcare LLC's assets and staff changed since 2021?**
In the Form ADV data for Beacon Wealthcare LLC: Regulatory assets under management: $202,789,831 in the October 2021 data and $308,321,846 in the October 2026 data, up 52%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beacon Wealthcare LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (799); high net worth individuals (109).

**Does Beacon Wealthcare 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/312556

**What changed in Beacon Wealthcare LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $262,842,571 to $308,321,846 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Flat fee: $3,500 (planning services)

> a minimum flat fee of $3,500 where planning services exceed the cost of any assets being managed.

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

### Regulatory assets under management (Item 5.F)
- Total: $308,321,846
- Discretionary: $306,329,055
- Non-discretionary: $1,992,791

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 799 | $118,807,978 |
| High net worth individuals | 109 | $189,513,868 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MA, NC, NH, NY, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconwc.com
- LinkedIn @beacon-wealthcare

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $202,789,831 | 5 | April 16, 2021 |
| October 2022 | $235,809,892 | 5 | August 23, 2022 |
| October 2023 | $199,471,311 | 6 | June 30, 2023 |
| October 2024 | $227,040,922 | 7 | February 1, 2024 |
| October 2025 | $262,842,571 | 6 | January 17, 2025 |
| October 2026 | $308,321,846 | 6 | January 20, 2026 |

Regulatory assets under management: $202,789,831 in the October 2021 data and $308,321,846 in the October 2026 data, up 52%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $262,842,571 to $308,321,846 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Wealthcare LLC (CRD 312556): Form ADV filing data as of October 2026.