Beacon Wealthcare, Inc.

Beacon Wealthcare, Inc. (CRD# 108103) is a financial advisory firm headquartered in Raleigh, NC. They manage $92,036,273 in 510 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4001 Barrett Drive, Suite # 103, Raleigh, NC 27609
http://www.beaconwc.com
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $180,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NC

Financial Advisors at Beacon Wealthcare, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Geoffrey Hall, financial advisor Raleigh NC
Geoffrey A. Hall
CRD#: 2705496
4001 Barrett Drive, Suite # 103, Raleigh, NC 27609
96
Wealthminder
score

Geoffrey Hall (CRD# 2705496) is an Investment Advisor Representative working at Beacon Wealthcare, Inc. in Raleigh, NC and has over 21 years of experience in the finance industry. Geoffrey Hall 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
Samuel Bass, financial advisor Raleigh NC
Samuel Q. Bass
CRD#: 1132124
4001 Barrett Dr #103, Raleigh, NC 27609
93
Wealthminder
score

Samuel Bass (CRD# 1132124) is an Investment Advisor Representative working at Beacon Wealthcare, Inc. in Raleigh, NC and has over 34 years of experience in the finance industry.

3
Jared Korver, financial advisor Raleigh NC
Jared B. Korver
CRD#: 6372106
4001 Barrett Drive, Suite # 103, Raleigh, NC 27609
88
Wealthminder
score

Jared Korver (CRD# 6372106) is an Investment Advisor Representative working at Beacon Wealthcare, Inc. in Raleigh, NC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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