Beacon Financial Advisory LLC
Cleveland, OH·SEC-registered · CRD #174334
Beacon Financial Advisory LLC is an SEC-registered investment advisory firm in Cleveland, OH managing $901M across 2.5k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$901M
Client accounts
2.5k
Advisory staff
13
Fee model
Fee-based
How Beacon Financial Advisory LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL BEACON FINANCIAL ADVISORY LLC
See how Beacon compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Beacon Financial Advisory LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Beacon Financial Advisory LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Beacon Financial Advisory LLC
How much does Beacon Financial Advisory LLC manage?
Per its most recent SEC Form ADV filing (03/17/2026), Beacon Financial Advisory LLC reports $901M in regulatory assets under management across roughly 2.5k client accounts.
How does Beacon Financial Advisory LLC charge?
Beacon Financial Advisory LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Beacon Financial Advisory LLC a fiduciary?
Yes. Beacon Financial Advisory LLC is registered with the U.S. Securities and Exchange Commission (CRD #174334), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Beacon Financial Advisory LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Beacon Financial Advisory LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cleveland, OH
Profile compiled from Beacon Financial Advisory LLC's public SEC Form ADV filing (CRD #174334, filed 03/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Beacon Financial Advisory LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Beacon Financial Advisory LLC? Claim this profile.