Bee Financial Partners Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“Financial Planning fees payable to BEE FPW range from $250.00 to $350.00 per hour.”

Flat or project fee

$2,000⁠-⁠$10,000

“For standalone Financial Planning, the fees payable to BEE FPW range from $2,000.00 $10,000.00, as outlined in the Financial Planning Agreement.”

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

How Bee Financial Partners Wealth, LLC bills

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

• “Our fees are billed in arrears (at the end of the billing period) on a monthly basis and calculated based on the average daily balance of the account during the applicable current billing period.”
• “Fees are prorated based on the number of days service is provided during each billing period.”
• “If services commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”

How Bee Financial Partners Wealth, LLC’s fees compare

• Its hourly rate of $250-$350 spans the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 33 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the Texas median of $3,850. 67% of the 401 other Texas planners that publish a flat or project fee charge less.
• 33 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Bee Financial Partners Wealth, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

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

1.65% a year

Clients

24

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$5,072,277

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332761

Website

beefinancialpartners.net (opens in new tab)

Phone

(832) 698-2010

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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