Mcbee Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“Hourly fees usually range from $200 to a maximum rate of $400 per hour.”

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

How Mcbee Advisors, Inc. bills

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

• “Fees are negotiable and may vary from client to client.”
• “Fees are quoted in advance and must be accepted by client prior to project commencement or investment management.”
• “In all instances, the adviser will send the client a written invoice, including the fee, the formula used to calculate the fee, the time period covered by the fee, and, if applicable, the amount of assets under management on which the fee was based.”

How Mcbee Advisors, Inc.’s fees compare

• Its hourly rate of $200-$400 spans the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Glendale that publish an hourly rate charge less.

About Mcbee Advisors, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

2.5% a year

Clients

219

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$58,855,700

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143223

Website

mcbeeadvisors.com (opens in new tab)

Phone

(623) 500-2385

Can advise clients in 6 states: Arizona, California, Idaho, Oregon, Texas, Washington

Other planners in Glendale that publish fees

• Crafted Financial PlanningGlendale$2,500⁠-⁠$5,000, $50/mo
• Dynamic Financial Solutions, LLCGlendale$100⁠-⁠$250/hr
• Eps Wealth ManagementGlendale$250/hr, $950⁠-⁠$5,000
• Sage Saguaro Financial PlanningGlendale$500/hr, $3,500⁠-⁠$10,000

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