Advisor at B Hive Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
B Hive Financial, LLC
Location
Williamsburg, VA
Credentials
Series 65
Industry experience
< 1 year
Daniel Bickey is the sole advisor at B Hive Financial, LLC, holding a Series 65 designation with no prior industry experience. His background includes roles in real estate sales with Berkshire Hathaway Home Services Dawson Ford Garbee & Co. and various other positions outside the financial industry. He maintains an active real estate broker license and engages in real estate brokerage alongside his advisory practice. B Hive Financial provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as small and medium-sized businesses. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with long- and short-term strategies and options trading when appropriate.
Based on B Hive Financial, LLC
Flat fees between $200 and $2,000 for ongoing financial planning services
$0 - $1,000,000: 1.75% annually $1,000,000.01 - $3,000,000: 1.22% annually $3,000,000.01 - $5,000,000: 1.15% annually $5,000,000.01+: 1.00% annually
$250 per hour for financial planning services
Fee-only: Hourly fee of $250 per hour for financial planning services; Fixed fees between $200 and $2,000 for ongoing financial planning services
Williamsburg, VA
Virginia
State Corporation Commission
2025 - 2025 (1 year)
Berkshire Hathaway Home Services Dawson Ford Garbee & Co.
2022 - Present (4 years)
Rocky Mountain Vibes
2022 - 2022 (1 year)
Randolph College
2020 - 2023 (3 years)
Harper Rentals
2019 - 2019 (1 year)
Door Dash
2019 - 2024 (5 years)
Unemployed Dependent
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Williamsburg, VA
Foundations Financial Planning, LLC
CFP®, Series 63, Series 65
Williamsburg, VA
Blue Rock Financial Services, Inc.
Series 65
Williamsburg, VA
Histor Investing, LLC
CFP®, Series 63
Williamsburg, VA
Ultimate Retirement Products, Inc.
Series 63, Series 65
Williamsburg, VA
Vertical Wealth Management
Series 65
Williamsburg, VA
Dominguez Wealth Management Solutions, Inc.
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