RL
CFP
RL
CFP

Richard Stephen Laymon

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,097 clients
Average Client Portfolio
$216K average
Assets Under Management
$236.9M

Fee Structure

Minimum Investment:$100
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees could be discounted or negotiated at Beacon Wealth Consultants’ sole discretion. Certain existing clients could be billed under fee schedules that are not described in this Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

302 Washington Ave. Sw, Roanoke, VA, 24016-4312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Richard is the President of Beacon Wealth Consultants Inc., a financial services and insurance company, dedicating most of his time to this role. He also serves as an adjunct professor at Roanoke College, teaching retirement planning, and spends minimal time on this.

Employment History
Current Registrations
Beacon Wealth Consultants, INC.
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Qa3 Financial LLC
August 2006 - December 2010 · 4 yrs 4 mos
G. A. Repple & Company
August 2001 - August 2006 · 5 yrs
State Registrations3 states
FLTXVA
Advisor
Exams
No exam information available for this advisor.
Richard Stephen Laymon - Financial Advisor | TrueAdvisor