Firm
B1 Financial
Aventura, Florida
Fee-only
B1 Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 72 individual clients, 67 of them high net worth.
- Its average account is about $552,000 (assets it manages divided by its 72 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Aventura, Florida |
|---|---|
| Website | b1.financial |
| [email protected] | |
| Phone | (954) 736-4699 |
B1 Financial fees
B1 Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $40 million |
| Individual clients | 5 |
| High-net-worth clients | 67 |
| Accounts managed | 72 |
| Employees | 3 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 323539 |