Beacon Light Wealth Management
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 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Beacon Light Wealth Management provides ongoing, goals-based wealth management and financial planning primarily for individuals, families, and small businesses, and also offers retirement plan consulting and a non‑advisory estate‑document facilitation service. The firm develops written investment plans and Investment Policy Statements informed by objectives, tax circumstances, liquidity needs, and risk tolerance, and it does not act as custodian of client assets.
BLWM implements strategic, diversified asset‑allocation portfolios using a mix of ETFs and mutual funds and a blended active/passive approach, with attention to tax efficiency (including tax‑loss harvesting and consideration of direct indexing for concentrated positions). Financial planning work is supported by third‑party software (Right Capital) and portfolio supervision is tailored to each client’s time horizon and risk profile.
What's notable relative to many peers is BLWM’s explicit retirement plan consulting practice, including contractual acknowledgment of ERISA fiduciary roles (e.g., §3(21) or §3(38)) when engaged by plan sponsors. The brochure also discloses an optional estate‑document facilitation program that uses a third‑party provider (Encor Estate) with a portion of the flat fee retained by the firm, and that certain supervised persons are licensed insurance agents who may receive commission compensation.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Social Security optimization
Tax-loss harvesting
Concentrated stock management
Fee options
Estate document facilitation flat fees: $750 for will-based plan, $1,250 for trust-based plan per household
$0 - $100,000: 1.50% $100,001 - $250,000: 1.15% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.45% $20,000,001 - $30,000,000: 0.40% $30,000,001+: 0.30%
Minimum fee: $1,000 annual minimum advisory fee per household, typically invoiced if asset-based fee is lower; may be waived or reduced at firm's discretion Fee-only: Fixed planning fees from $1,000 to $5,000 per engagement; not negotiable; maximum hourly rate $500/hour for planning-only services
Main office location
Beacon Light Wealth Management
Carnegie Office Park Building Two, 600 N. Bell Avenue, Suite 130
Carnegie PA 15106, United States
Number of offices
1
Most active in
Beacon Light Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado · Louisiana · Maryland · New York · Ohio · Oklahoma · Pennsylvania · Texas · West Virginia · Wyoming
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 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.
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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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