Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Global Advisor Network, LLC serves individuals (both non‑HNW and high‑net‑worth), businesses, pension and profit‑sharing plans, and trusts. The firm provides asset management, financial planning, retirement consulting, third‑party manager analysis, and a dedicated pension‑advice service for U.K. expatriates.
Portfolios are typically customized using a mix of third‑party managed models, mutual funds, ETFs, individual equities and fixed income, with most accounts managed on a discretionary basis through unified managed account platforms and overlay managers. Advisory representatives use financial planning software and a combination of fundamental, economic and technical analysis and may access custodial and execution services through custodians such as Charles Schwab Institutional and Interactive Brokers for expatriate accounts.
A notable distinguishing feature is the firm’s formal pension‑transfer capability for U.K. nationals, including assistance with SIPP and QROPS arrangements, coordination with U.K. trustees and platforms (for example, Utmost, Quilter, RL360, Novia, Praemium and Ardan) and handling FCA‑required suitability processes. The firm operates as a network of independent advisory representatives who may offer separate insurance or accounting services, negotiate advisory fees, and use solicitor/introducer relationships with non‑U.S. pension firms and third‑party managers, resulting in layered service and compensation arrangements that differ from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning: Fixed fees up to $4,000, payable as agreed with Advisory Representative.
$0 - $5,000,000: 1.35% Over $5,000,000+: 0.85%
Advisory Representatives may receive commissions for insurance products if implemented.
Up to $300 per hour for financial planning and consulting services.
Account minimum: $150,000 Fee-only: Financial Planning: Fixed fee up to $4,000; Hourly fee up to $300 per hour. Fees negotiable.
Main office
See officeOne Glenlake Parkway, Suite 650
Atlanta GA 30328
Advisors at this office
10
Offices (12)
Rosefinch Investment Advisors
1330 Avenue of Americas 23rd Floor, New York, NY 10019
4 advisors
Blackpoint Capital Partners
150 Alhambra Circle, 10th Floor, Coral Gables, FL 33134
2 advisors
Atlanta, GA
One Glenlake Parkway Suite 650, Atlanta, GA 30328
10 advisors
Brooklyn, NY
Brooklyn, NY
1 advisor
Henderson, NV
Henderson, NV
1 advisor
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington
Also doing business as
1.618 Financial Services · Alexander Peter Wealth Management · Altor Wealth Management · Amerity Financial · Arlo Group · Austen Morris Associates · Austen Morris Associates Usa · Beacon Global Advisor Network, LLC · Beacon Global Advisors · Ben Buckley Finance · Blackpoint Capital Partners · Blue Ocean Global Wealth Management · Bridge Wealth Management · Cameron James Usa · Carrick Investment Services · Carrick Wealth Management · Chase Buchanan · Ci Associates · Combined Global Investors · Credence International Financial Consultancy LLC · Delta Financial Advisors, Inc. · Devere & Partners Switzerland Sa · Ebg International · Expat Wealth Partners · Ferreira Simoes Enterprises Ltd · Fortem Advisors · Foster Wealth Advisors · Future Start Financial Planning · Harrison Brook · Headway Wealth · Holborn Assets, Ltd · Ifs Hong Kong · Investments For Expats · Kmi Consultants · Loadstone Group, Ltd · Mwc Group · Paratus Wealth · Peregrine & Black · Pyrmont International Ltd · Renascence & Partners LLC · Robusto Asset Management · Rosefinch Investment Advisors · Rp Financial Group · Silverhall Global Wealth · Skybound Wealth Management · The Arlo Group Limited · The Wealth Genesis · Titan Financial · Titan Wealth International (Usa) · United Management · W1 Investment Group · W1 Investment Group Usa · White Knight · Whiteknight Wealth Us · Xl Business
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
Advisors at this firm
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