Beacon Wealth Consultants, Inc.
- Regulatory AUM
- $278M
- Discretionary
- $278M
- Clients
- 537
- Avg AUM / client
- $518K
- Accounts
- 1,138
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 497 | $168M | 60.2% |
| High net worth individuals | 25 | $74.9M | 26.9% |
| Pension and profit sharing plans | 13 | $33.6M | 12.1% |
| Charitable organizations | 2 | $2.3M | 0.83% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Merendino Contracting, Inc. Retirement Plan Merendino Contracting, Inc. | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Stephen Laymon | Chief Executive Officer | CFP | Aug 2010 (16y) | 75% or more |
| Cassandra C. Laymon | Owner/President | CFP | May 2012 (14y) | 10% – 25% |
| Hillary Ann Sunderland | Chief Investment Officer | CFA | Sep 2017 (9y) | Less than 5% |
| Jacob David Preston | Director Of Advisory Services | May 2020 (6y) | Less than 5% | |
| Kevin Richard Zemann | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Kimberly Dawn Jenkins | Registered representative | Sep 2012 (14y) | ||
| Jerry Lee Mcmillan | Registered representative | Apr 2017 (9y) | ||
| Michael Ryan Sunderland | Registered representative | Nov 2017 (9y) | ||
| David Walker Black | Registered representative | Feb 2022 (4y) | ||
| Kirk Clayton Hobart | Registered representative | Jul 2022 (4y) | ||
| Colin Philip Craig | Registered representative | Aug 2022 (4y) | ||
| Cameron Michael Smith | Registered representative | Jan 2025 (2y) | ||
| Conner Griffin Compton | Registered representative | Jan 2025 (2y) | ||
| Tamie Paige Frets | Registered representative | Oct 2025 (1y) | ||
| Chase Cavanaugh | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Merendino Contracting, Inc. Retirement Plan | Merendino Contracting, Inc. | 35 | $1.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $170M (61% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗