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Beacon Freedom Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Beacon Freedom Advisory, LLC is a recently formed, state-registered investment adviser that focuses on pooled vehicles and employee benefit plans rather than retail individual wealth management. The firm provides co-advisory investment management through a formal arrangement with Matson Money, along with retirement plan consulting, participant education, and broader financial planning and consulting services.
Beacon Freedom’s investment work is implemented primarily by recommending and supervising Matson Money’s proprietary asset-allocation models and mutual fund series, and its methods reference modern portfolio theory; the firm does not exercise direct discretionary trading authority. The adviser conducts periodic reviews of client questionnaires and account data, facilitates interactions with Matson Money, and offers ongoing planning access through retainer and other advisory arrangements.
Compared with many peers, Beacon Freedom publishes a newsletter and website content for subscribers and explicitly offers pension consulting to plan sponsors, including plan-level fund selection and participant education, which it highlights as part of its service suite. The firm also recommends third‑party advisers to clients (with disclosed fee-sharing arrangements) and uses a mix of billing approaches—hourly, fixed, and ongoing retainers—in addition to asset‑based co-advisory fees, features that are less common among investment-manager peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Financial Planning Fixed Fee ranges between $2,000 and $3,500 depending on complexity.
$0 - $1,000,000: 0.94% annually $1,000,001 - $3,000,000: 0.64% annually $3,000,001+: 0.54% annually
$350.00 per hour for financial planning and early termination billing.
Consulting and On-Going Financial Planning monthly fee of $200.00 paid in arrears.
Account minimum: $500.00 Fee-only: Financial Planning Fixed Fee ranges between $2,000 and $3,500; Hourly Fee $350.00/hour; Consulting and On-Going Financial Planning $2,500 upfront plus $200/month ongoing.
Main office location
Beacon Freedom Advisory, LLC
Williamsburg VA, United States
Number of offices
1
Most active in
Beacon Freedom Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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