Beacon Financial Advisory LLC

Beacon Financial Advisory LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Cleveland, Ohio. On its latest Form ADV, filed March 17, 2026, it reports $901M in regulatory assets under management, 1,549 individual clients and 13 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	174334 · SEC file 801-108381
Office	25825 Science Park Drive Suite 110 Cleveland, OH 44122
Phone	(216) 910-1850
Website	www.beaconplanners.com
Regulatory assets under management	$901M
Individual clients	1,263 non-high-net-worth, 286 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars
Employees	13
Disciplinary disclosures	None reported
Latest Form ADV filing	March 17, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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