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).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $308,878
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)
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.

OH, TX

Financial Advisors at Beacon Financial Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Spencer P. Dieck
CRD#: 5355681
25800 Science Park Drive, Suite 100, 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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