Beacon Wealth Consultants, Inc. - Part 2A of Form ADV - June 1, 2022

Sep 4, 2026

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Firm brochure for Beacon Wealth Consultants, Inc. covering qualifications and business practices under Part 2A of Form ADV, dated June 1, 2022. Includes a material changes section describing updates since the last annual update on February 1, 2022. Provides a structured overview of advisory business, fee and compensation arrangements, performance-based fees, client types, analysis methods and investment strategies, risk of loss, disciplinary disclosures, and broader financial industry activities and affiliations. Also references SEC registration disclaimers and additional information availability on the SEC website.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages41

Reading Time1 h 43 min

AccessFree to download

Item 1 Cover Page

Item 2 Material Changes

Item 3 Table of Contents

Item 4 Advisory Business

Item 5 Fees and Compensation

Item 6 Performance-Based Fees and Side-by-Side Management

Item 7 Types of Clients

Item 8 Methods of Analysis, Investment Strategies and Risk of Loss

Item 9 Disciplinary Information

Item 10 Other Financial Industry Activities and Affiliations

Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading

Item 12 Brokerage Practices

Item 13 Review of Accounts

Item 14 Client Referrals and Other Compensation

Item 15 Custody

Item 16 Investment Discretion

Item 17 Voting Client Securities

Item 18 Financial Information

Item 1 Cover Page Firm Brochure Part 2A of Form ADV Date: June 1, 2022 Beacon Wealth Consultants, Inc. CRD \#154939 302 Washington Ave. SW Roanoke, VA 24016 Phone: (540) 345-3891 Fax: (888) 971-3687 [Websites:](Websites: www.beaconwealth.com)[ ](Websites: www.beaconwealth.com)[www.beaconwealth.com](Websites: www.beaconwealth.com)[ ](Websites: www.beaconwealth.com)[www.lightpointportfoliosolutions.com](www.lightpointportfoliosolutions.com) This brochure provides information about the qualifications and business practices of Beacon Wealth Consultants, Inc. If you have any questions about the contents of this brochure, please contact us at (540) 345- 3891. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Beacon Wealth Consultants, [Inc. is](Inc. is) available on the SEC’s website at [www.adviserinfo.sec.gov](www.adviserinfo.sec.gov) Please note that registration as an investment advisory firm does not imply a certain level of skill or training. Item 2 Material Changes We have made the following material changes to our Brochure since our last annual update made on February 1, 2022. February 1, 2022: Added IAR Scott W. Lucas March 1, 2022: • Added IAR David W. Black • Investment Committee, Page 13 o Changed Kimberly Jenkins’ title to Portfolio Manager o Added Jacob Preston, Lead Financial Planner Item 3 Table of Contents Item 1 Cover Page ................................................................................................................................................................... 1 Item 2 Material Changes ......................................................................................................................................................... 2 Item 3 Table of Contents......................................................................................................................................................... 3 Item 4 Advisory Business ........................................................................................................................................................ 4 Item 5 Fees and Compensation .............................................................................................................................................. 8 Item 6 Performance-Based Fees and Side-by-Side Management ........................................................................................ 12 Item 7 Types of Clients .......................................................................................................................................................... 12 Item 8 Methods of Analysis, Investment Strategies and Risk of Loss................................................................................... 12 Item 9 Disciplinary Information ............................................................................................................................................ 16 Item 10 Other Financial Industry Activities and Affiliations ................................................................................................. 17 Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ........................................... 17 Item 12 Brokerage Practices ................................................................................................................................................. 18 Item 13 Review of Accounts ................................................................................................................................................. 20 Item 14 Client Referrals and Other Compensation............................................................................................................... 20 Item 15 Custody ......................................................

FAQs

What is the purpose of the Beacon Wealth Consultants brochure in Part 2A of Form ADV?

It provides information about Beacon Wealth Consultants, Inc.’s qualifications and business practices. It also includes required disclosures and guidance for questions about the brochure contents.

What material changes were made since the previous annual update dated February 1, 2022?

The brochure lists added IAR personnel and changes including updates to an Investment Committee section and changing Kimberly Jenkins’ title to Portfolio Manager, plus additions such as Jacob Preston as Lead Financial Planner.

Where can additional information about Beacon Wealth Consultants be found?

Additional information is available on the SEC’s website at the adviser information site referenced in the brochure.

Sep 4, 2026

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