B&e Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“This fee is derived from our standard hourly rate of $500 and reflects an estimated 12 to 40 hours of service annually.”

Annual fee

$2,000⁠-⁠$20,000/yr

“Advisor may reduce or waive the initial fee at the Advisor’s discretion. 8 Thereafter, we offer Ongoing Financial Planning for a fixed annual fee ranging from $2,000 to $20,000, billed monthly in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How B&e Financial Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s).”

How B&e Financial Services’ fees compare

• Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
• 37 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its annual fee of $2,000-$20,000 spans the Arizona median of $10,000. 56% of the 43 other Arizona planners that publish an annual fee charge less.
• 7 of the 10 other planners in Phoenix that publish an annual fee charge less.

About B&e Financial Services

• Principal: Taylor Poulos
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$229,990

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336816

Website

x.com/BandEFinancial (opens in new tab)

Phone

(650) 619-2140

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• Bledsoe Asset Management, LLCPhoenix$250/hr
• Copper Square Private Wealth, LLCPhoenix$350/hr, $1,500⁠-⁠$10,000

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