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David Cox

Beacon Wealth Advisory
17 Years of Experience
Overland Park, KS
3 Disclosures
View SEC Summary
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David Cox is a registered investment advisor at Beacon Wealth Advisory, based in Overland Park, KS, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.

Beacon Wealth Advisory
Compensation
N/A
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees vary by the specific portfolio strategy chosen through the third-party money manager, ranging from 1.00% to 1.75% annually. A $15 quarterly service fee also applies.

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

Location

10965 Granada Lane, Suite 104, Overland Park, KS, 66211

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2026
Final
Employment Separation After Allegations
April 2025
Customer Dispute
August 2015
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Beacon Wealth Advisory
April 2026 - Present · 6 mos
Previous Registrations
Creativeone Wealth, LLC
October 2021 - May 2025 · 3 yrs 7 mos
Brookstone Capital Management LLC
April 2008 - October 2021 · 13 yrs 6 mos
State Registrations1 state
KS
Advisor

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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