Fee-Based Financial Planning

At Beacon Wealth Partners, we offer the option of clear, objective, and personalized financial advice in a fee-based model, so you pay purely for our advice. Whether you need a one-time checkup or a comprehensive financial plan, we strive to provide clarity and flexibility when entering a fee-based planning relationship.

How it Works:

Initial consultation to understand your goals
Clear service agreement & transparent pricing
Actionable, tailored recommendations
Fee estimate provided before work begins

Best For:

Professional advice without full portfolio management
Questions on specific financial areas
Unbiased second opinion on your current plan
Those who may not have liquid assets for management

Why Work With Us?

CERTIFIED FINANCIAL PLANNER® professionals adhere to the CFP Board's Code of Ethics and Standards of Conduct, which means we have a fiduciary duty to always act in your best interests when providing financial advice.

In summation, we work for you -

not a brokerage firm, insurance company, or fund provider.