Firm
B1B Financial Solutions
Nixa, Missouri
Fee-only
B1B Financial Solutions at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 58 individual clients, 22 of them high net worth.
- Its average account is about $483,000 (assets it manages divided by its 124 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Nixa, Missouri |
|---|---|
| Phone | (417) 209-6290 |
B1B Financial Solutions fees
B1B Financial Solutions 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 |
|---|---|
| Assets managed | $60 million |
| Individual clients | 36 |
| High-net-worth clients | 22 |
| Accounts managed | 124 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 307249 |
Advisors at this firm (2)
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