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

100 Madison Street, Suite 1300, Syracuse, NY, 13202

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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 →
Employment History
Current Registrations
Beacon Wealth Consultants, INC.
November 2025 - Present · 3 mos
Previous Registrations
Cadaret Grant & CO INC
October 2024 - August 2025 · 10 mos
Grove Point Investments, LLCBroker
September 2024 - August 2025 · 11 mos
Cuso Financial Services, L.P.Broker
May 2022 - August 2025 · 3 yrs 3 mos
Next Financial Group, INC.Broker
May 2022 - August 2025 · 3 yrs 3 mos
Scf Securities, INC.Broker
May 2022 - August 2025 · 3 yrs 3 mos
Sorrento Pacific Financial, LLCBroker
May 2022 - August 2025 · 3 yrs 3 mos
Western International Securities, INC.Broker
May 2022 - August 2025 · 3 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
May 2022 - August 2025 · 3 yrs 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Chase Cavanaugh - Financial Advisor | TrueAdvisor