Beacon Wealth Solutions LLC

Beacon Wealth Solutions LLC (CRD# 282218) is a financial advisory firm headquartered in Monroe Township, NJ. They manage $2,018,188 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $112,122
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

NJ

Financial Advisors at Beacon Wealth Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neel Shah
CRD#: 6594688
241 Forsgate Drive, Suite 204, Monroe Township, NJ 08831
89
Wealthminder
score

Neel Shah (CRD# 6594688) is an Investment Advisor Representative working at Beacon Wealth Solutions LLC in Monroe Township, NJ and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.