CL
CFP
CL
CFP

Cassandra C. Laymon

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,097 clients
Average Client Portfolio
$216K average
Assets Under Management
$236.9M

Fee Structure

Minimum Investment:$100
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees could be discounted or negotiated at Beacon Wealth Consultants’ sole discretion. Certain existing clients could be billed under fee schedules that are not described in this Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

302 Washington Ave. Sw, Roanoke, VA, 24016-4312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Cassandra is involved with Beacon Wealth for term life insurance sales. This activity requires minimal time.

Employment History
Current Registrations
Beacon Wealth Consultants, INC.
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Next Financial Group, INC.
December 2009 - September 2012 · 2 yrs 9 mos
UBS Financial Services INC.
September 2007 - December 2009 · 2 yrs 3 mos
State Registrations5 states
FLNJPATXVA
Advisor
Exams
No exam information available for this advisor.