B&E Financial Services

Overview

B&E Financial Services is a small, single-owner limited liability company that delivers financial planning and portfolio management for individuals and small businesses. The firm’s filings show an investment posture tilted toward listed equities: exchange-traded equities make up the vast majority of assets under management. Its fee model is flexible, combining percentage-of-AUM billing with the option for hourly or fixed fees, which suits clients who need either ongoing discretionary portfolio oversight or project-based planning work. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices