Seth Mcbee
Advisor at McBee Advisors, Inc.
Updated today
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
McBee Advisors, Inc.
Location
Glendale, AZ 85308
Credentials
Series 66
Industry experience
25 years
About
Seth Mcbee is the principal advisor at McBee Advisors, Inc. in Glendale, AZ, holding a Series 66 designation with 25 years of industry experience. His career includes roles at HBW Phoenix, Inc., HBW Advisory Services LLC, Hbw Securities LLC, and Adirondack Trading Group, LLC. Outside of financial advising, he is the managing partner of Stat Caddy, a fantasy golf simulator business. McBee Advisors, Inc. provides fee-for-service investment advice and portfolio management to individuals, businesses, and trusts. The firm manages discretionary and non-discretionary portfolios using both a Strategic Asset Management approach and an Active Management Program, serving a high client count with services that include retirement planning, college funding, employee benefits, and qualified plan subaccount analysis.
Client services
Based on McBee Advisors, Inc.
Financial planning
Portfolio management
Pension consulting
Active investment management
Expertise
Based on McBee Advisors, Inc.
General retirement planning
College savings (529s, UTMA, etc.)
Annuities
Fee options
Fixed fees negotiable depending on service
$0 - $49,999: 2.5% $50,000 - $99,999: 2.25% $100,000 - $499,999: 2.0% $500,000+: 1.9%
$200 to $400 per hour
Fee-only: Hourly fees range from $200 to $400 per hour, fixed fees negotiable, subscription fees previously offered but removed
Location
19420 N 59 Th Ave, Suite B239
Glendale, AZ 85308
Most active in
Seth M has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Idaho · Oregon · Texas · Washington
Work history
McBee Advisors, Inc.
2017 - Present (9 years)
HBW Phoenix, Inc.
2016 - 2017 (1 year)
HBW Advisory Services LLC
2016 - 2017 (1 year)
HBW Securities LLC
2016 - 2017 (1 year)
Adirondack Trading Group, LLC
2014 - 2016 (2 years)
McBee Advisors
2004 - 2016 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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