Donald Patrick Lord

CFP

Beacon Pointe Advisors, LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth

Beacon Pointe Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

390 advisors

Number of Clients

18,377 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$39.8B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Contact

Donald Patrick Lord

Location

8120 Woodmont Ave, Ste 630, Bethesda, MD, 20814

Get directions

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.

Employment History

Current Registrations

Beacon Pointe Advisors, LLC

September 2025 - Present · 5 mos

Previous Registrations

The Family Firm, INC.

June 2003 - November 2025 · 22 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.