B&E Financial Services

Overview

B&E Financial Services is an Arizona-registered limited liability company owned by an individual and positioned as a small, direct-advice practice. The firm provides financial planning and discretionary portfolio management aimed at individuals and small businesses. It charges clients via a mix of percentage-of-assets, hourly billing, and fixed fees. The ADV filing shows the firm does not act as a capital allocator, does not focus on ESG investing, and is not set up as a multi-state or pension advisory specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices