Beacon Hill Investment Advisory, LLC

Beacon Hill Investment Advisory, LLC (CRD# 148463) is a financial advisory firm headquartered in Columbus, OH. They manage $39,808,143 in 237 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $167,967
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

GA, OH

Financial Advisors at Beacon Hill Investment Advisory, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Clint J. Edgington
CRD#: 5598387
84 South Fourth Street, Columbus, OH 43215
96
Wealthminder
score

Clint Edgington (CRD# 5598387) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Columbus, OH and has over 9 years of experience in the finance industry.

2
Mark A. Fissel
CRD#: 5598397
84 South Fourth Street, Columbus, OH 43215
96
Wealthminder
score

Mark Fissel (CRD# 5598397) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Columbus, OH and has over 9 years of experience in the finance industry. Mark Fissel 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.

3
William B. Shorthill
CRD#: 2709097
84 South Fourth Street, Columbus, OH 43215
96
Wealthminder
score

William Shorthill (CRD# 2709097) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Columbus, OH and has over 22 years of experience in the finance industry. William Shorthill 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.

4
Christopher C. Bright
CRD#: 5723676
84 South Fourth Street, Columbus, OH 43215
93
Wealthminder
score

Christopher Bright (CRD# 5723676) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Columbus, OH and has over 5 years of experience in the finance industry.

5
Gregory L. Sazdanoff
CRD#: 5924235
84 South Fourth Street, Columbus, OH 43215
93
Wealthminder
score

Gregory Sazdanoff (CRD# 5924235) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Columbus, OH and has over 4 years of experience in the finance industry. Gregory Sazdanoff 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.

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