Beacon Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
94
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
94
Very HighAverage account size
$0
About
Beacon provides financial planning, financial consultations, and tax preparation to a mix of clients that include individuals, trusts, estates, charitable organizations, and business entities. The firm operates as a solo independent advisor that produces written evaluations and recommendations but does not custody client assets.
Services are tailored through personal consultations and cover comprehensive planning topics such as cash flow, retirement and capital needs analysis, estate reviews, insurance, college funding, and income tax planning, with recommendations informed by fundamental analysis and third‑party research. The firm does not implement securities trades or manage client portfolios; clients retain control and are expected to execute implementation through custodians of their choice.
The firm is distinctive among peers in relying on hourly billing rather than percentage‑of‑assets‑under‑management arrangements and in explicitly not providing portfolio management or custody services for individual accounts. Its principal’s dual CPA and CFP credentials, participation in a nationwide fee‑only planning network, and the provision of tax preparation and educational publications reflect a combined planning, tax, and education focus rather than an ongoing asset‑management model.
Client services
Financial planning
Tax preparation services
Expertise
General retirement planning
Income planning
General tax planning
College savings (529s, UTMA, etc.)
Debt management
Fee options
$200 per hour for Financial Planning and Consultation services; $100 per hour for Tax Preparation services
Fee-only: $200 per hour for Financial Planning and Consultation services; $100 per hour for Tax Preparation services
Main office location
Beacon Financial Advisors, LLC
Independence MO, United States
Number of offices
3
Most active in
Beacon Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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