Beacon Financial Advisers, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$91,474,675
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
91
53% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
HighAverage account size
$1,005,216
About
Beacon Financial Advisers serves individuals (including high-net-worth clients) as well as trusts, qualified retirement plans, corporations, and not-for-profit entities, advising roughly $108.8 million across about 96 households. The firm provides fee-only wealth and asset management programs, comprehensive financial planning, a-la-carte advisory services, and a separate qualified retirement plan program.
The firm’s process begins with a written Financial Goals Plan and a household wealth assessment that drive an Investment Policy Statement used to implement and review discretionary portfolios; accounts are reviewed semi‑annually with IPS reviews at least annually or as client circumstances change. Investment implementation emphasizes long-term, globally diversified allocations across a dozen broad asset classes with a value bias, and the firm uses institutional investment vehicles and rebalancing guided by its investment committee.
Noteworthy distinctions include an ownership-affiliated certified public accounting firm (Jones, McKnight & Edmonson, P.C.) that operates autonomously and is disclosed in the brochure, and the firm’s regular provision of educational seminars and workshops (generally offered free to individual attendees and negotiated for business engagements). The firm also highlights its accounting and financial planning origins and credentials (CPA/PFS/CFP among principals) and its authorization to access certain institutional mutual funds not broadly available to the public, which can broaden implementation options for clients.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Social Security optimization
Medicare planning
General estate planning guidance
Fee options
$0 - $100,000: 1.00% $100,000 - $500,000: 0.75% $500,000 - $1,000,000: 0.70% $1,000,000 - $2,000,000: 0.65% $2,000,000 - $3,000,000: 0.60% $3,000,000 - $5,000,000: 0.55% $5,000,000+: 0.50%
$50 to $350 per hour depending on employee providing service; minimum fee $100 for a-la-carte services.
Account minimum: $500,000 Fee-only: Fee-only investment advisory firm; 100% of revenue from clients; no commissions or 12b-1 fees.
Main office location
Beacon Financial Advisers, Inc.
1429 Business Center Drive
Conyers GA 30094, United States
Number of offices
4
Most active in
Beacon Financial Advisers, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")