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Beach Financial Advisory Service (Virginia Beach)


Beach Financial Advisory Service is a large advisory firm based in Virginia Beach. It manages $35 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Texas and Virginia.

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Beach Financial Advisory Service provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beach Financial Advisory Service: assets under management

The assets under management (AUM) of Beach Financial Advisory Service is $35 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $795.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beach Financial Advisory Service for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Virginia Beach

The principal office where Beach Financial Advisory Service performs its advisory services is located at 6204 Ocean Front Avenue, Virginia Beach, VA 23451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-428-6634 or by fax 757-428-6634. The normal business hours are 9:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at www.beachfas.com.


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