Firm
B&E Financial Services
Phoenix, Arizona
Fee-only
B&E Financial Services at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $77,000 (assets it manages divided by its 3 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | bandefinancialservices.com |
| [email protected] | |
| Phone | (602) 834-7900 |
B&E Financial Services fees
B&E Financial Services 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 · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Accounts managed | 3 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 336816 |