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William Matejka

Beacon Financial Advisory LLC
31 Years of Experience
Twinsburg, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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William Matejka is a registered investment advisor at Beacon Financial Advisory LLC, based in Twinsburg, OH, with 31 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,556 clients with $900M in assets under management.

Beacon Financial Advisory LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,556 clients
Average Client Portfolio
$579K average
Assets Under Management
$900.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.61%
$1.0M - $2.0M1.31%
$2M+1.31%

Rates shown are for non-wrap portfolio management. Wrap fee portfolio management is also available with higher rates (1.80% for the first tier and 1.45% for the second tier). Fees are generally negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2214 Enterprise Parkway East, Twinsburg, OH, 44087

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History

Regulatory History (1)
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Judgment / Lien
April 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William sells life insurance and fixed/indexed annuities through FNA Wealth Management, dedicating a few hours per week. He also works as an Investment Advisor Representative (IAR) for Beacon Financial Advisory LLC, spending about half his time on financial planning, risk analysis, and trading activities.

Employment History
Current Registrations
Beacon Financial Advisory LLC
March 2021 - Present · 5 yrs 7 mos
Lincoln Investment
August 2016 - Present · 10 yrs 2 mos
Lincoln InvestmentBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
January 2015 - August 2016 · 1 yr 7 mos
Sterne Agee Financial Services, INC.Broker
September 2014 - August 2016 · 1 yr 11 mos
Sterne Agee Investment Advisor Services, INC.
March 2010 - January 2015 · 4 yrs 10 mos
Wrp Investments, INC.Broker
March 2010 - September 2014 · 4 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
February 2001 - January 2009 · 7 yrs 11 mos
Lincoln Financial Advisors Corporation
February 2001 - January 2009 · 7 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
February 2001 - May 2006 · 5 yrs 3 mos
Mcdonald Investments INC.Broker
May 1999 - January 2001 · 1 yr 8 mos
Key Investments INC.Broker
March 1995 - May 1999 · 4 yrs 2 mos
Society Investments, INC.Broker
February 1994 - March 1995 · 1 yr 1 mo
State Registrations3 states
FLOHSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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