Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
Beacon Wealth Advisory refers clients to third-party money managers (TPMs) and receives referral fees. They act as a liaison between the client and the TPM. Financial planning services are offered to all clients at no additional charge. They also hold seminars and workshops.
10965 Granada Lane, Suite 104, Overland Park, KS, 66211