Advisor at Wealthcrest Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealthcrest Financial Services, LLC
Location
Springfield, VA 22150
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
33 years
Patrick Beagle is a CFP® and ChFC® with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. since 2007 and has been with Wealthcrest Financial Services, LLC since 2004. He is the owner of WealthCrest Educational Services, which provides financial literacy and pre-retirement benefits training to federal employees. He also serves as treasurer for the Springfield South Condo Association. WealthCrest Financial Services offers financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides fee-based portfolio management utilizing custodial relationships with Pershing and Cambridge, employing a mix of fundamental and technical analysis alongside various trading strategies and regular account reviews.
Based on Wealthcrest Financial Services, LLC
Based on Wealthcrest Financial Services, LLC
Based on Wealthcrest Financial Services, LLC
Based on Wealthcrest Financial Services, LLC
Financial planning flat fee ranges from $1,495 to $9,495; plan revisions at 3/4 of full price.
$0 - $100,000: .45% to 1.20% $100,000+: .45% to 1.20% (negotiable, up to 2%)
Commissions accepted for sale of securities or insurance products when appropriate; includes mutual fund sales loads, 12b-1 fees, variable annuity fees, etc.
Consulting services billed at $195 to $350 per hour depending on complexity.
Fee-only: Financial planning flat fees range from $1,495 to $9,495; hourly consulting fees range from $195 to $350 per hour.
7880 Backlick Road, Suite One
Springfield, VA 22150
District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia
Cambridge Investment Research Advisors Inc
2014 - Present (12 years)
Cambridge Investment Research, Inc.
2007 - Present (19 years)
Wealthcrest Financial Services, LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
Series 65
Vienna, VA
Solution Factory, LLC
Series 66
Falls Church, VA
POV Wealth LLC
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