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).

Current Firm Details
1633 Glenwood Ave, Raleigh, NC 27608
http://www.beaconwc.com
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $200,627
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 - 4 of 4 top financial advisors.
1
Geoffrey Hall, financial advisor Raleigh NC
Geoffrey A. Hall
CRD#: 2705496
1633 Glenwood Ave, Raleigh, NC 27608
96
Wealthminder
score

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.

2
Ryan Smith, financial advisor Raleigh NC
Ryan T. Smith
CRD#: 5066531
1633 Glenwood Ave, Raleigh, NC 27608
96
Wealthminder
score

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.

3
Samuel Bass, financial advisor Raleigh NC
Samuel Q. Bass
CRD#: 1132124
1633 Glenwood Ave, Raleigh, NC 27608
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.

4
Jared Korver, financial advisor Raleigh NC
Jared B. Korver
CRD#: 6372106
1633 Glenwood Ave, Raleigh, NC 27608
90
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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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