Nathan
Hymiller

Beacon Financial Strategies Corp

CRD#2392438
Investment Advisor
in Raleigh, NC

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About this Advisor

Nathan Hymiller is a certified financial planner who works in Raleigh, North Carolina who has 18 years of relevant experience. Hymiller currently works for Beacon Financial Strategies Corp. They have been an employee of Beacon Financial Strategies Corp for their entire career. Hymiller has a Series 65 license, certifying them as an investment advisor representative, and can work in North Carolina and Texas. Beacon Financial Strategies Corp is a financial advisory firm that has its headquarters in Raleigh, NC. It oversees $223 million in assets across its 492 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 492 customer accounts, 51% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees charged by Beacon Financial Strategies Corp likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8401 Clarks Branch Drive
Raleigh, NC 27613

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Beacon Financial Strategies Corp Brokerage Details

Total Assets Under Management

$222,977,033

NC Average: $3,625,019,099
Total Number of Employees

5

NC Average: 22
Total Number of Accounts

492

NC Average: 1,917
Average Account Size

$453,205

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathan Hymiller Work History

Nathan has been registered as a financial advisor for 18 years.*

2004 - Present (20 years)

Beacon Financial Strategies Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathan Hymiller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beacon Financial Strategies Corp

Stephanie Murray
Raleigh, NC
Nathan Hymiller
Raleigh, NC
Erin Campbell
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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