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Mark Fissel

Beacon Hill Investment Advisory, LLC

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Mark Fissel

Beacon Hill Investment Advisory, LLC

Mark Fissel, a financial fiduciary has been a Paladin Registry member since 2009. Mark is the partner in Beacon Hill Investment Advisory, LLC. Mark holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 8 years of experience. Mark provides financial services to clients in the Columbus, Ohio area.

I. Snapshot

A. Registry Member
  • Since 2009
B. Years of Experience
  • 8
C. College Degrees
  • Miami University - B.S. (Engineering)
  • Miami University - B.S. (Economics) (partner)
  • Bowling Green University - B.S. (Accounting) (teammate)
  • Bowling Green University - Masters of Accounting (teammate)
D. Certifications
  • AIF®, CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Your goals and financial security are our priority. Whether you are concerned about retirement planning, transitioning your business wealth to personal wealth, or efficiently passing assets to heirs we can help. We believe you deserve a truly customized portfolio and plan that works to solve your individual issues, not a cookie cutter portfolio.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 84 South 4th Street
    Columbus, Ohio, 43215
C. Additional Locations
  • Bellefontaine, Ohio
D. Telephone
  • 614.469.4685 ext. 2

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Beacon Hill Investment Advisory, LLC
B. Relationship to Firm
  • Partner
C. Name of RIA
  • Beacon Hill Investment Advisory, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade
  • Ascensus, Vanguard
  • TIAA-CREF

V. Credentials

A. Years of Financial Experience
  • 8 Years
B. College, Degrees, Years
  • Miami University - B.S. (Engineering)
  • Miami University - B.S. (Economics) (partner)
  • Bowling Green University - B.S. (Accounting) (teammate)
  • Bowling Green University - Masters of Accounting (teammate)
D. Financial Industry Associations (Active Memberships)
  • FPA (Financial Planning Association)

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - Ohio
C. Industry Licenses
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 5598397
  • IARD: 148463
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Your goals and financial security are our priority. Whether you are concerned about retirement planning, transitioning your business wealth to personal wealth, or efficiently passing assets to heirs we can help. We believe you deserve a truly customized portfolio and plan that works to solve your individual issues, not a cookie cutter portfolio.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Our firm has competencies in financial planning, investments in house, alternative asset classes and tax. Many of our clients are successful business owners that have great achievements in their field, yet value strategic advice and solutions. We help them maintain their lifestyle, create an exit plan, and pass their assets and businesses on.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Other: Business Owners
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
    None

IX. Certification

Advisor Name
  • Mark Fissel
Most Recent Update:
  • Mar 7, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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