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Kirk Clayton Hobart

Beacon Wealth Consultants, Inc.

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About Kirk Clayton Hobart

Kirk Clayton Hobart is an Investment Advisor Representative with Beacon Wealth Consultants, Inc. Kirk is located in Hickory, North Carolina. Kirk has been in the financial services industry since 2009 and is licensed to conduct business in North Carolina. Beacon Wealth Consultants, Inc. is a fee-based financial advisory firm with offices in Hickory, North Carolina and Roanoke, Virginia. The firm specializes in financial planning, retirement planning, and investment management for individuals, families, businesses, and non-profits. Beacon Wealth Consultants, Inc. provides a variety of services including, estate administration, legacy coaching and portfolio management. The firm has over $203 million in assets under management. Kirk specializes in working with high-net-worth individuals, corporations and non-profits.

Firm Information

Kirk Hobart is currently registered with Beacon Wealth Consultants, Inc.. Beacon Wealth Consultants, Inc. is a registered investment advisor headquartered in Roanoke, VA. The firm provides a range of services including financial planning, portfolio management, pension consulting, and estate administration. Beacon Wealth Consultants manages approximately $203.8 million in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans.
Beacon Wealth Consultants, Inc.

302 WASHINGTON AVE. SW

ROANOKE, VA 24016-4312

$203.84M

Assets Under Management

4

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate administration, legacy coaching

Estate administration, legacy coaching

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kirk Hobart’s Registration & Firm History

NC

07/21/2022 - Present

Beacon Wealth Consultants, Inc. (Hickory NC)

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Licenses & Designations

IA

Issued 09/01/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirk Clayton Hobart.
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