Beacon Wealthcare, Inc.
Beacon Wealthcare, Inc. (CRD# 108103) is a financial advisory firm headquartered in Raleigh, NC. They manage $124,790,004 in 622 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management125MILLION
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Total Number of Accounts622ACCOUNTS
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Average Account Value$200,627
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses

NC
Geoffrey Hall (CRD# 2705496) is an Investment Advisor Representative working at Beacon Wealthcare, Inc. in Raleigh, NC and has over 22 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.
Ryan Smith (CRD# 5066531) is an Investment Advisor Representative working at Beacon Wealthcare, Inc. in Raleigh, NC and has over 10 years of experience in the finance industry. Ryan Smith 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.
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.
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.