Bybee Wealth Management LLC

Bybee Wealth Management LLC provides investment advisory and financial planning services to individual clients, offering ongoing portfolio management as well as one‑time and hourly financial planning. The solo advisor practice manages roughly $13.4 million for about 43 clients and documents client objectives and constraints in individualized Investment Policy Statements.

The firm employs a blended analytical approach — including charting, cyclical, fundamental, quantitative and technical analysis alongside modern portfolio theory — and generally follows a long‑term trading orientation while implementing portfolios consistent with each client’s IPS. Investment advice covers conventional retail vehicles (mutual funds, ETFs, equities, fixed income and REITs) and also includes less common options for a firm of this size such as precious‑metal ETFs, commodities, non‑U.S. securities, private placements and venture capital interests.

Notable differences from many peers include a substantial portion of assets managed non‑discretionarily (roughly two‑thirds of reported AUM), no account minimums, and an alternate “while employed” fee schedule that converts at retirement — features that may affect how clients interact with the adviser. The firm uses a fintech custodian (Altruist), does not participate in wrap programs or accept soft‑dollar benefits, and discloses a policy to allocate limited investment opportunities fairly among clients.