B
Beacon Freedom Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Beacon Freedom Advisory is a newly formed independent investment adviser that provides investment management as a co‑advisor with Matson Money, comprehensive financial planning, and retirement consulting for employer‑sponsored benefit plans. The firm also publishes a periodic newsletter and provides subscribers access to a website with additional analytics and back issues.
For portfolio guidance Beacon Freedom generally relies on Matson Money’s proprietary asset‑allocation models and applies modern portfolio theory while tailoring recommendations via client questionnaires, periodic reviews, and client‑imposed restrictions. In addition to one‑time plans and hourly engagements, the firm offers ongoing coaching through a monthly retainer and delivers participant education and enrollment seminars for plan sponsors.
What is distinctive about the firm relative to many solo independent advisers is its explicit pension consulting practice — including plan‑level fund selection, performance monitoring, and optional employee financial planning — coupled with an uncompensated newsletter subscription and analytics access. The firm operates through a co‑advisor fee arrangement with Matson Money and discloses that a firm principal is licensed to sell life and health insurance and may receive separate compensation for those sales.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Fixed financial planning fees range from $2,000 to $3,500 depending on complexity and needs.
$0 - $1,000,000: 0.94% annually $1,000,001 - $3,000,000: 0.64% annually $3,000,001+: 0.54% annually
Insurance products sold by principal receive separate commissions; commissions do not offset advisory fees; insurance product purchase is not required.
Financial planning hourly fee of $350.00 per hour, negotiable depending on complexity and scope.
Consulting and ongoing financial planning includes a $2,500 upfront fee and $200 per month ongoing fee.
Account minimum: $500.00 Fee-only: Fixed financial planning fees range from $2,000 to $3,500, depending on complexity and needs; hourly financial planning fee is $350 per hour; consulting and ongoing financial planning includes $2,500 upfront plus $200/month ongoing fee; financial planning fees for retirement consulting clients billed from $10,000 to $25,000 based on number of employees served.
Main office location
Beacon Freedom Advisory, LLC
Williamsburg VA, United States
Number of offices
1
Most active in
Beacon Freedom Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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
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