Brooke Bees
Wick Capital Partners · Wayne, Pennsylvania
Brooke Bees is a fee-only financial advisor at Wick Capital Partners in Wayne, Pennsylvania, who holds the CFP credential. Brooke focuses on estate & legacy planning, tax planning and family wealth transfer. Wick Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wick Capital Partners |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $929.7M across 1,179 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 3273013 |
| Exams passed | Series 63 (1999) · Series 66 (2008) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wickcapitalpartners.com |
How Brooke's firm compares
- Wick Capital Partners's average account is about $789,000, from its Form ADV (assets managed divided by 1,179 accounts).
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Questions about Brooke
Is Brooke Bees a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brooke holds no broker registration, and Wick Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brooke charge for financial advice?
Brooke's firm, Wick Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brooke Bees based?
Brooke Bees is based in Wayne, Pennsylvania.
What does Brooke specialize in?
Brooke's specialties include estate & legacy planning, tax planning and family wealth transfer.
What credentials does Brooke Bees hold?
Brooke Bees holds the CFP credential.
Is Brooke Bees registered with the SEC?
Yes. Brooke Bees is registered as an investment adviser representative in PA (CRD 3273013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wick Capital Partners manage?
Wick Capital Partners reports $929.7M across 1,179 accounts in assets under management.
How do I contact Brooke Bees?
Through Brooke's website, www.wickcapitalpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wick Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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