Beacon Harbor Wealth Advisors
SEC RegisteredGuiding Growing Protecting Wealth
About the firm
Beacon Harbor Wealth partners with clients using a planning-based approach to help guide, grow, and protect wealth while delivering exquisite client service. Through goal-based investing, they assist clients in securing the life they want to live, guiding them through various types of life events and market environments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management: $0 - $500,000 | 1.50% |
| Investment Management: $500,001 - $1,000,000 | 1.25% |
| Investment Management: $1,000,001 and Above | 1.00% |
| Pension Consulting: $0 - $1,000,000 | 0.75% |
| Pension Consulting: $1,000,001 - $3,000,000 | 0.50% |
| Pension Consulting: $3,000,001 - $5,000,000 | 0.35% |
| Pension Consulting: $5,000,001 and Above | 0.25% |
Data as of July 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beacon Harbor Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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