Beacon Financial Advisory LLC
Beacon Financial Advisory LLC (CRD# 174334) is a financial advisory firm headquartered in Cleveland, OH. They manage $59,304,605 in 192 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management59MILLION
Total Number of Accounts192ACCOUNTS
Average Account Value$308,878
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Spencer Dieck (CRD# 5355681) is an Investment Advisor Representative working at Beacon Financial Advisory LLC in Cleveland, OH and has 1 year of experience in the finance industry.