Beacon Freedom Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Freedom Advisory, LLC is a newly formed, small registered investment adviser that serves individuals, high‑net‑worth individuals, and charitable organizations. The firm offers co‑advisory investment management through a relationship with Matson Money, plus comprehensive financial planning, retirement consulting for employer plans, and ongoing one‑on‑one planning and coaching services.
Investment management is delivered primarily by recommending and supervising Matson Money’s proprietary asset‑allocation models and funds; Beacon Freedom assists clients with investor profiling, model selection, and periodic reviews while Matson Money implements the portfolios. The firm cites modern portfolio theory as a basis for analysis and will tailor model portfolios to client restrictions and changing circumstances within the constraints of the Matson Money platform.
Compared with peers, Beacon Freedom is distinguished by its very small, recently established advisor team and by limiting most investment advice to a single third‑party platform rather than offering multiple in‑house strategies. The firm also publishes a free newsletter and provides subscriber web resources for general, non‑personalized investment information—an arrangement that is relatively uncommon among similar advisers—and discloses that advisors hold specialized credentials and maintain outside business activities (e.g., nonprofit leadership, business coaching, and professional athletics) that are potential sources of conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees ranging from $2,000 to $3,500.
$0 - $1,000,000: 0.94% annually $1,000,001 - $3,000,000: 0.64% annually $3,000,001+: 0.54% annually
$350 per hour for financial planning services.
Consulting and ongoing financial planning: $2,500 upfront plus $200 per month ongoing fee.
Account minimum: $500.00 Fee-only: Financial Planning fees: Fixed fee ranging from $2,000 to $3,500; Hourly fee $350 per hour; Consulting ongoing fee $200/month with $2,500 upfront charge.
Main office
See officeWilliamsburg VA
Advisors at this office
1
Most active in
Arizona · California · Virginia
Also doing business as
Beacon The Integrated Wealth Group · Beacon Freedom Advisory, LLC · Beacon Ltw
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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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
Advisors at this firm
Justin R
Series 66
Williamsburg, VA
Beacon Freedom Advisory, LLC
Justin Roberto is a financial advisor with Beacon Freedom Advisory, LLC, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Colonial Wealth Strategies, Mass Mutual Investors Services, and Penn Mutual Life Insurance Company. Outside of financial advising, he coaches the William and Mary women’s golf team and serves as president of a nonprofit networking group. Beacon Freedom Advisory, LLC is a small registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm primarily delivers investment management through Matson Money’s asset-allocation models, complemented by financial planning and retirement consulting services.
Nicholas W
Series 65
Scottsdale, AZ
Beacon Freedom Advisory, LLC
Nicholas Winters is a financial advisor at Beacon Freedom Advisory, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Bull Harbor Capital, Pacific Advisors, and Westpac Wealth Partners. Outside of advising, Winters has experience with True Shot Ammo and has engaged in work related to business coaching and nonprofit leadership. Beacon Freedom Advisory, LLC serves individuals, high-net-worth clients, and charitable organizations by offering co-advisory investment management through Matson Money along with financial planning and retirement consulting. The firm primarily uses Matson Money’s proprietary asset-allocation models and applies modern portfolio theory, focusing on tailored client portfolios within this platform.
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