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
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 392 | $124M |
| High Net Worth Individuals | 180 | $458M |
15 total clients reported on Form ADV.
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 February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.