McBee Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,855,700
Total clients
219
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
219
Average account size
$268,747
About
The firm provides fee-for-service investment advice and portfolio management to individuals, businesses, and trusts, and offers retirement planning, college funding, employee benefits and qualified plan subaccount analysis. It manages discretionary and non-discretionary portfolios across client accounts and reported managing roughly $53 million for about 226 clients as of the most recent filing.
Investment decisions are implemented through two principal programs: a Strategic Asset Management (SAM) approach that emphasizes diversified asset-allocation profiles (conservative, balanced, growth, all-equity) and an Active Management Program (AMP) that uses model portfolios and tactical reallocation, with typical position changes occurring on a 30–150 day cadence. The firm’s models may include sector- and region-specific allocations (for example, commodities, technology, health care, real estate) and it may occasionally use leveraged bond funds or other liquidity-focused instruments for short-term needs.
Compared with peers, the firm is noteworthy for a very high client count per advisor and for providing services more typical of institutional work — including pension consulting and qualified plan subaccount analysis — which the brochure highlights alongside its retail services. The brochure also discloses fee practices tied to specific investments (such as cryptocurrency ETF holdings) and states that planning engagements may be negotiated as fixed fees or recurring subscription arrangements, features that are less common among similar independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Active investment management
Expertise
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
Main office location
McBee Advisors, Inc.
19420 N 59 Th Ave, Suite B239
Glendale AZ 85308, United States
Number of offices
2
Most active in
McBee Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Idaho · Oregon · Texas · Washington
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 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.
Forms ADV
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