B Hive Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$670,238
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$223,413
About
B Hive Financial provides discretionary asset management along with financial planning and consulting services to individuals — including high‑net‑worth clients — and to small and medium‑sized business entities. The firm offers ongoing portfolio management as well as full financial plans or targeted consultations on topics such as cash flow, retirement strategy, tax planning, and estate preservation.
Investment programs are customized to each client’s stated goals, time horizon, and risk tolerance, and the firm uses a mix of fundamental, technical, and charting analysis alongside long‑ and short‑term strategies and options trading when appropriate. Accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities, and clients may impose written investment restrictions.
The adviser holds an active real estate broker license and conducts real estate brokerage activities in addition to advisory services; the brochure discloses this affiliation and states there will be no crossover clients, a relationship that is uncommon among independent advisers. The firm manages roughly $670,000 for a very small number of client relationships and explicitly includes corporate or business clients in its client base, a client mix and scale that set it apart from many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Wealth management
Retirement income strategy
Cash flow / budgeting
Demographic focus
Young Professionals
Fee options
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
Main office location
B Hive Financial, LLC
Williamsburg VA, United States
Number of offices
1
Most active in
B Hive Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")