TO
ChFC
TO
ChFC

Tom Mboya Owiti

4 Years of Experience
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

Lansing, MI

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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.

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Other Business Activities

Tom is the Principal and Owner of Parousia Life Matter, LLC, a financial services business offering financial coaching, consulting, advisory and planning services since 2014. He receives compensation for coaching individuals on debt management and financial planning.

Employment History
Current Registrations
Beacon Wealth Consultants, INC.
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Primerica Advisors
June 2016 - December 2017 · 1 yr 6 mos
PFS Investments INC.Broker
April 2016 - December 2017 · 1 yr 8 mos
Wells Fargo Advisors, LLC
February 2013 - June 2014 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
January 2013 - June 2014 · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.