Beacon Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Beacon Financial Advisors reports 49 clients. They include 38 high-net-worth individuals, 9 individual clients, and 2 pension and profit-sharing plans. Of its assets, 92.0% ($210M across 363 accounts) are managed with discretion; $18.2M across 2 accounts are not. A wrap fee program the firm both sponsors and manages holds $194M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 18% | 2% |
| High-net-worth individuals | 78% | 90% |
| Pension and profit-sharing plans | 4% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9 | $4.8M | 2.1% | $533K |
| High-net-worth individuals | 38 | $205M | 89.9% | $5.4M |
| Pension and profit-sharing plans | 2 | $18.2M | 8.0% | $9.09M |
| Total | 49 | $228M | 100% | $4.65M |
- Clients
- 9
- Regulatory AUM
- $4.8M
- AUM share
- 2.1%
- Avg. per client
- $533K
- Clients
- 38
- Regulatory AUM
- $205M
- AUM share
- 89.9%
- Avg. per client
- $5.4M
- Clients
- 2
- Regulatory AUM
- $18.2M
- AUM share
- 8.0%
- Avg. per client
- $9.09M
Total
- Clients
- 49
- Regulatory AUM
- $228M
- AUM share
- 100%
- Avg. per client
- $4.65M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Beacon Financial Advisors charges 0.50%–1.00% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$3.5M | 0.75% |
| $3.5M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a negotiated fixed fee of up to $200,000 a year, or hourly at up to $1,000 per hour for advisers and $500 per hour for support staff.
Benjamin Robins owns 75% or more of Beacon Financial Advisors. The leadership team of Beacon Financial Advisors includes President Benjamin Robins. It has 4 employees, 3 of them in advisory roles.
Leadership
- Benjamin RobinsPresident & Chief Compliance Officer
Ronald RobinsFounder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of Beacon Financial Advisors, Inc.
Benjamin Robins
Control person · since June 2021
Beacon Financial Advisors’ regulatory assets grew from $152M (March 2021) to $228M (March 2026); clients fell from 52 to 49 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $228M | 49 | 4 | 1 |
| March 2025 | $200M | 51 | 4 | 1 |
| March 2024 | $181M | 52 | 3 | 1 |
| April 2023 | $161M | 52 | 3 | 1 |
| March 2022 | $183M | 52 | 3 | 1 |
| March 2021 | $152M | 52 | 3 | 1 |
Besides its headquarters, Beacon Financial Advisors has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 800 Westchester Avenue, Suite 641 North, Rye BrookHQ
Contact and registration details
- Legal name
- Beacon Financial Advisors, Inc.
- Headquarters
- 800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573-1360
- Website
- beaconfinadv.com
- Phone
- 914-872-4040
- @beacon-financial-advisors-inc.
- SEC file
- 801-77929
- Founded
- 2000
- Structure
- New York corporation
- Fiscal year end
- December
Beacon Financial Advisors uses Charles Schwab ($199M) as custodian for its separately managed accounts. Beacon Financial Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $199M100%
At year end, Beacon Financial Advisors’ separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks4%
- Funds89%
- Bonds1%
- Cash3%
- Other3%
- Variable annuity & variable life insurance contracts3%
How many clients does Beacon Financial Advisors have?
Beacon Financial Advisors has 49 clients and manages $228 million for them, as of March 2026. They include 38 high-net-worth individuals, 9 individual clients, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Beacon Financial Advisors offer?
Beacon Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Beacon Financial Advisors charge?
Beacon Financial Advisors charges 0.50%–1.00% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: BEACON FINANCIAL ADVISORS FORM ADV 2A - 03.30.2026, filed 30 March 2026
Which custodians does Beacon Financial Advisors use?
Beacon Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $199M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Beacon Financial Advisors have?
Beacon Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beacon Financial Advisors invest in?
At the end of its last fiscal year, Beacon Financial Advisors’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 3% cash and equivalents, 3% other and 1% state and local bonds. The 3% other category is described as: Variable Annuity & Variable Life Insurance Contracts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beacon Financial Advisors?
Beacon Financial Advisors’ direct owner is Benjamin Robins (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Beacon Financial Advisors get paid?
Beacon Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Beacon Financial Advisors?
Beacon Financial Advisors’ main office is at 800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573-1360. Its phone number is 914-872-4040. Its website is beaconfinadv.com.