Beacon Financial Advisory LLC

Beacon Financial Advisory LLC (CRD# 174334) is a financial advisory firm headquartered in Cleveland, OH. They manage $227,722,539 in 520 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $437,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Beacon Financial Advisory LLC
Showing 1 - 2 of 2 top financial advisors.
1
Karyn Pistone
CRD#: 859379
25825 Science Park Drive, Suite 110, Cleveland, OH 44122
96
Wealthminder
score

Karyn Pistone (CRD# 859379) is an Investment Advisor Representative working at Beacon Financial Advisory LLC in Cleveland, OH and has over 19 years of experience in the finance industry. Karyn Pistone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Spencer P. Dieck
CRD#: 5355681
25825 Science Park Drive, Suite 110, Cleveland, OH 44122
87
Wealthminder
score

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.

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