Fee-only adviser · Raleigh, NC
Beacon Wealthcare LLC
Beacon Wealthcare LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Raleigh, North Carolina. On its latest Form ADV, filed January 20, 2026, it reports $308M in regulatory assets under management, 908 individual clients and 5 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 | 312556 · SEC file 801-120334 |
| Office | 1633 Glenwood Ave Raleigh, NC 27608 |
| Phone | (919) 821-5225 |
| Website | www.beaconwc.com |
| Regulatory assets under management | $308M ($306M discretionary) |
| Individual clients | 799 non-high-net-worth, 109 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 20, 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.
Other fee-only advisers in Raleigh
- Guardian Wealth Advisors, LLC $2.7B
- Financial Symmetry Inc. $1.5B
- Tradewinds, LLC $659M
- Pursuit Wealth Strategies, LLC $457M
- Collegiate Capital Management, Inc. $653M
- Cordgrass Capital Advisors, LLC $730M
See all 42 fee-only advisers in Raleigh →
Nearby
- Cary 9 firms
- Wake Forest 2 firms
- Research Triangle Park 1 firm
- Durham 11 firms
- Apex 5 firms
- Chapel Hill 20 firms
- Fuquay Varina 1 firm
- New Hill 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Beacon Wealthcare LLC? Update this listing.