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B3 Wealth Strategies

Updated today

Client assets under management

$35,781,637

Clients

62

68% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

16

Very Low

Average account size

$577,123

About

B3 Wealth Strategies provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, while also advising pension and profit‑sharing plans, trusts, estates and business entities. The firm manages approximately $35.8 million on a discretionary basis for roughly 62 clients and offers continuous asset management, written financial plans (full and modular), and consultations.

The firm typically implements customized, long‑term, strategic asset allocation with quarterly reviews and may use discretionary authority or refer portions of accounts to third‑party managers; it also uses LPL Financial’s Strategic Wealth Management (SWM II) platform for custody and model implementation. B3 Wealth Strategies describes its analytical methods as fundamental, technical and cyclical and tailors recommendations to individual client objectives while providing ERISA‑focused retirement plan consulting and participant education.

Distinctive features in the brochure include operating as a wrap fee program sponsor and portfolio manager (and offering certain LPL‑sponsored wrap programs), producing impersonal newsletters, and presenting no‑charge educational workshops—services the firm notes are provided free to clients and prospects. The brochure also discloses fee sharing with third‑party managers and periodic reimbursement for travel and marketing by product sponsors, and notes the firm may waive financial planning fees for clients who engage its asset management services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fee arrangement generally ranging from $500 to $20,000 for financial planning and consulting services.

Percentage

$0 - $299,999: 1.45% $300,000 - $699,999: 1.35% $700,000 - $999,999: 1.25% $1,000,000 - $1,499,999: 1.15% $1,500,000 - $1,999,999: 1.05% $2,000,000 - $2,499,999: 1.00% $2,500,000 - $2,999,999: 0.90% $3,000,000 - $3,499,999: 0.85% $3,500,000 - $3,999,999: 0.80% $4,000,000 - $5,999,999: 0.70% $6,000,000 - $7,999,999: 0.65% $8,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%

Project-based

$250 to $500 per hour depending on complexity of the client's situation.

Other

Minimum fee: Minimum fee for financial planning services on an hourly basis is $250; minimum fixed fee for financial planning services is $500. Fee-only: Financial planning and consulting services offered on hourly ($250-$500 per hour) and fixed fee ($500 to $20,000) basis.

Main office location

B3 Wealth Strategies

11245 Se 6 Th Street, Building B, Suite 120

Bellevue WA 98004, United States

Number of offices

1

Most active in

Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tiffany C

Series 63, Series 66

Bellevue, WA

B3 Wealth Strategies

Tiffany Cote is a financial advisor at B3 Wealth Strategies in Bellevue, WA, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Financial Advocates Investment Management. She also serves as a notary in Bellevue. B3 Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and supports clients through discretionary management, fiduciary consulting, and educational seminars.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Alexander B

CFP®, Series 66

Bellevue, WA

B3 Wealth Strategies

Alexander Brueske is a CFP® professional with 13 years of experience in financial advising. He has worked at B3 Wealth Strategies since 2019 and previously held roles at LPL Financial, Financial Advocates Investment Management, and Waddell & Reed Inc. Brueske also provided limited advisory services through his independent firm, Brueske Advisory Services, for transitioning assets to LPL Financial’s RIA platform. B3 Wealth Strategies offers investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm manages client portfolios with ongoing supervision and periodic rebalancing, using a combination of fundamental, technical, and cyclical analysis, and provides educational seminars and newsletters that are uncommon among supported advisers.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Scott B

CFP®, Series 63

Bellevue, WA

B3 Wealth Strategies

Scott Brueske is a CFP® with 41 years of industry experience, currently serving as an advisor at B3 Wealth Strategies in Bellevue, WA. His career includes long tenures at Waddell & Reed, Inc. and LPL Financial, along with founding Brueske Advisory Services, an independent RIA through which he provides limited services during asset transitions. B3 Wealth Strategies offers investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and other business entities. The firm manages client portfolios with ongoing supervision and periodic rebalancing, utilizing fundamental, technical, and cyclical analysis while providing discretionary asset management, fiduciary consulting, and educational seminars.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Spencer B

CFP®, Series 66

Bellevue, WA

B3 Wealth Strategies

Spencer Brueske is a CFP® with 13 years of industry experience, currently serving at B3 Wealth Strategies in Bellevue, WA. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, and Waddell & Reed, Inc. He also operates Brueske Advisory Services to facilitate the transition of assets to LPL Financial’s RIA platform. B3 Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm employs a tailored investment approach with ongoing portfolio supervision and offers services such as fiduciary consulting, participant education, and access to third-party managers through LPL Financial’s Strategic Wealth Management platform.

Retirement plans for business owners (SEP, solo 401k)
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