Beam Wealth Advisors, Inc.

Fixed financial planning and consulting fees generally range from $600 to $15,000.

$0+: Less than 1% to 3% annually based on portfolio size and services (varies, not tiered explicitly) $0+: Non-discretionary management fees less than 1% annually, plus $50 annual administrative fee (billed $12.50 per quarter) if billed through Orion platform. $5,000+: LightBEAM$ digital service fee: 0.15% (15 bps) annually, billed quarterly in advance. N/A+: ERISA/Plan Sponsor consulting fees range from 0.05% to 0.50%, or flat fee negotiated.

Securities brokerage and insurance commissions earned by supervised persons separately; not charged by firm directly.

Hourly financial planning and consulting fees range from $100 to $400 per hour.

Account minimum: $75,000 per account (can be aggregated) Minimum fee: Minimum Platform Service Fee (MPSF) of $50 annually per advisory account billed through Orion platform; may be waived if household aggregate meets minimum. Fee-only: Financial planning and consulting fees: $600 to $15,000 fixed fee; hourly fees $100 to $400 per hour.