B Hive Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$200⁠-⁠$2,000

“Ongoing Financial Planning Services are offered based on a flat fee between $200 and $2,000.”

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

How B Hive Financial, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “The Client must consent in advance to direct debiting of their investment account.”
• “The Client must consent in advance to direct debiting of their investment account.”

How B Hive Financial, LLC’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Williamsburg that publish an hourly rate charge less.
• Its flat or project fee of $200-$2,000 is below the Virginia median of $4,250. 13% of the 168 other Virginia planners that publish a flat or project fee charge less.
• None of the 8 other planners in Williamsburg that publish a flat or project fee charge less.

About B Hive Financial, LLC

• Principal: Daniel D. Bickey
• 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

• 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

1.75% a year

Clients

3

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$670,238

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338385

Website

bhivefinancial.com (opens in new tab)

Phone

(304) 731-3214

Other planners in Williamsburg that publish fees

• Bay Rivers Group Wealth PartnersWilliamsburg$250⁠-⁠$500/hr, $500⁠-⁠$5,000
• Beacon Freedom Advisory, LLCWilliamsburg$350/hr, $2,000⁠-⁠$3,500
• Blue Rock Financial Services, Inc.Williamsburg$200/hr
• Capitol Landing WealthWilliamsburg$250⁠-⁠$500/hr, $1,500⁠-⁠$10,000
• Dominguez Wealth Management Solutions, Inc.Williamsburg$225/hr
• Foundations Financial Planning, LLCWilliamsburg$250/hr, $2,250

Compare all 12 planners in Williamsburg