BEE Financial Partners Wealth, LLC

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Client assets under management

$5,072,277

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$211,345

About

BEE Financial Partners Wealth is a small, supported advisory firm with two advisors managing roughly $5.07 million across about 24 client relationships, offering discretionary portfolio management, financial planning, and general consulting. The firm provides ongoing investment advisory services and delivers written financial plans and project-based consulting to individuals as well as trusts, estates, charitable organizations and business entities.

The firm’s investment process uses a mix of analysis techniques — fundamental, technical, charting and cyclical — and implements both long‑term and short‑term strategies, including option writing and active trading when appropriate. It also works through a sub‑advisory platform to access third‑party model portfolios, custody and operational support while performing its own due diligence on those providers and delivering client plans within a defined timeframe.

Compared with many supported peers, BEE FPW’s client base skews toward individual (non‑high‑net‑worth) households rather than a high‑net‑worth focus, reflecting its relatively small AUM and client count. The firm’s principals also maintain outside business activities as licensed insurance agents and Medicare/social‑security analysts and may recommend or sell insurance and annuity products to clients, alongside the firm’s advisory services and use of third‑party model managers.

Client services

Financial planning Portfolio management General consulting services

Expertise

Social Security optimization Medicare planning Business succession planning Long-term care insurance

Occupation focus

Retired

Fee options

Fixed

Financial planning fees range from $2,000 to $10,000

Percentage

$0+: 1.65% - $200,000: 1.00%

Project-based

$200 - $350 per hour for consulting; $250 - $350 per hour for financial planning

Other

Account minimum: $200,000.00

Main office location

BEE Financial Partners Wealth, LLC

9950 Cypresswood Drive, #200

Houston TX 77070, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

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.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 832-698-2010

Advisors at this firm

Karl J

Series 65

Houston, TX

BEE Financial Partners Wealth, LLC

Karl Joern is a financial advisor with BEE Financial Partners Wealth, LLC in Houston, TX, holding a Series 65 designation and eight years of industry experience. His prior work includes roles at Impact Partnership Wealth, LLC, Gradient Advisors, and USA Financial Securities. Outside of advising, he is involved with the Association of Financial Consultants as an educator and provides social security analysis through the National Association of Registered Social Security Analysts. BEE Financial Partners Wealth, LLC is a small SEC-registered advisory firm serving individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management blending fundamental, technical, charting, and cyclical analysis, and integrates financial planning and consulting with access to third-party model portfolios and custodial services.

Social Security optimization Medicare planning Business succession planning Long-term care insurance Retired

Vicki J

Series 66

Houston, TX

BEE Financial Partners Wealth, LLC

Vicki Joern is a financial advisor with BEE Financial Partners Wealth, LLC, holding a Series 66 designation and bringing 23 years of industry experience. Her prior roles include positions at Impact Partnership Wealth, Gradient Advisors, and USA Financial Securities, among others. She is also a member and educator with the Association of Financial Consultants, a nonprofit organization. BEE Financial Partners Wealth, LLC is a small SEC-registered advisory firm providing continuous investment advisory, asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm employs a discretionary portfolio management approach using a combination of fundamental, technical, charting, and cyclical analysis across various strategies, supported by third-party model portfolios and custodial services.

Social Security optimization Medicare planning Business succession planning Long-term care insurance Retired

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