McBee Advisors

What McBee Advisors does

McBee Advisors, Inc. is an independent Registered Investment Advisor providing holistic investment management and financial planning services to individual investors and high-net-worth clients. Founded in 2004 by partners W. David McBee and Seth D. McBee, the firm is headquartered in Bellevue, Washington, with a second office in Glendale, Arizona, and is registered to serve clients in six states (Arizona, Washington, California, Idaho, Oregon, and Texas). The team is small — approximately four to five named professionals led by CEO Seth D. McBee — operating a boutique advisory model built on direct client relationships and a fiduciary, no-product-sales-pressure approach.

The firm's core offering is its Wealth Management Process, which integrates investment advisory services, estate and trust planning, tax services, risk management/insurance planning, and charitable giving planning. Investment execution is delivered through a TD Ameritrade custodial relationship that provides access to thousands of mutual funds, paired with an active, research-based methodology drawing on decades of academic literature for asset allocation decisions. Supporting the advisory practice is an extensive content marketing footprint — a learning center with articles, financial calculators, flipbooks, newsletters, glossary, and educational videos — distributed through the firm's website and organic social channels (LinkedIn, Facebook, X).

The business model is fee-based advisory revenue, billed annually against assets under management, with no product commissions or sales incentives. Client acquisition relies primarily on referrals and word-of-mouth from existing clients and professional networks, supplemented by content marketing. The firm is privately held by the founding McBee family, has no disclosed external investors, no funding rounds, no acquisitions, no subsidiaries, and no app or proprietary technology platform beyond the TD Ameritrade integration.

Name

McBee Advisors

Legal name

McBee Advisors, Inc.

Website

https://mcbeeadvisors.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

McBee Advisors is an independent Registered Investment Advisor providing holistic investment management and financial planning services to individual and high-net-worth clients across six US states, operating from Bellevue, Washington and Glendale, Arizona.

Ownership category

akta.pro rank

Product category

Investment Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Investment advisory
• Wealth management
• Financial planning
• Estate planning
• Retirement planning

Headquarters

HQ city

Glendale

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: As a registered investment advisor, McBee Advisors generates revenue through advisory fees for investment management and financial planning services. The firm offers holistic planning including investment management, financial planning, charitable giving, estate planning, and insurance planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

McBee Advisors is an independent Registered Investment Advisor (RIA) that provides holistic financial planning and investment management services for individual clients. The firm's Wealth Management Process integrates investment advisory, estate planning and trust services, tax services, risk management (insurance planning), and charitable giving planning into a single coordinated offering. Portfolio management is executed through TD Ameritrade as the custodial platform, with access to thousands of mutual funds used to construct diversified client portfolios.

Product overview

McBee Advisors operates as an independent Registered Investment Advisor offering a unified financial planning and investment management service. The core offering centers on their Wealth Management Process, which integrates Investment Advisory Services, Estate Planning and Trust Services, Tax Services, Risk Management (insurance planning), and Charitable Giving Planning. They supplement their advisory services with educational tools including Financial Calculators and Educational Resources (articles, flipbooks, newsletters, videos). Their investment approach utilizes Active Investment Management through TD Ameritrade, accessing thousands of mutual funds for globally diversified portfolios. The firm emphasizes holistic planning with no sales pressure, focusing on long-term relationships with clients in Arizona, Washington, California, Idaho, Oregon, and Texas.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Seasoned investment advisory service that leverages decades of academic research to identify portfolio opportunities and manage assets for individual clients. Offered through McBee Advisors, Inc., a registered investment advisor.
• Wealth Management Process Holistic wealth management service that integrates investment management, financial planning, charitable giving, estate planning, and insurance planning into one coordinated process for individual clients.
• Estate Planning and Trust Services Planning services designed to help clients pass assets along according to their wishes in a tax-efficient manner, delivered as part of the firm's holistic wealth management offering.
• Tax Services Professional tax services provided to help clients fully understand the tax implications of their financial decisions, integrated with investment and estate planning.
• Risk Management Insurance planning service to ensure appropriate coverage levels that meet client needs and protect against unforeseeable events, delivered alongside investment management.
• Charitable Giving Planning Planning services related to charitable giving strategies and donor-advised funds, integrated into the firm's holistic wealth management offering.
• Active Investment Management Active investment management strategy that monitors price trends to identify asset classes showing strength and investment opportunities, using a disciplined systematic method of buying and selling through TD Ameritrade.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• TD AmeritradecoreTechnology or IntegrationTD Ameritrade serves as the custodial platform for McBee Advisors' client accounts. Through this relationship, the firm has access to thousands of mutual funds to choose from for client portfolios. TD Ameritrade provides the trading and account infrastructure while McBee Advisors provides investment management and advisory services.

Scale indicators1 record

Recent moves7 records

Expansion highlights4 records

Direct peers

• Wealth Enhancement Group: Independent RIA platform delivering comprehensive financial planning and investment management to individuals and HNW households — competes directly for HNW clients and advisor acquisition targets.
• Creative Planning: Large independent RIA providing comprehensive wealth management, estate planning, and tax services to individuals and families — comparable service breadth though significantly larger scale.
• Edelman Financial Services: Independent, fee-based RIA serving individuals and HNW clients with comprehensive planning including investments, tax, and estate — overlapping service set and target customer with McBee Advisors.
• Mariner Wealth Advisors: Independent wealth management firm offering holistic financial planning, investment management, tax, and estate services to HNW individuals — overlapping comprehensive offering and customer segment.
• Ronald Blue Trust: Boutique RIA delivering integrated investment, tax, estate, charitable, and insurance planning for HNW individuals and families — comparable in holistic offering and family-wealth orientation.
• Buckingham Strategic Wealth: Fee-only RIA offering holistic financial planning including investment management, tax, and estate services to individuals and HNW families — closely mirrors McBee's comprehensive, fiduciary-style service model.
• Carson Group (Carson Wealth): Independent RIA network supporting boutique advisors offering holistic financial planning, investment management, and retirement coaching to individuals and HNW clients — directly comparable in service mix and target market to McBee Advisors.
• Hightower Advisors: RIA platform providing independence, compliance, and technology support to affiliated advisors serving individuals and HNW clients — competes for the same advisor talent and end-client segments as McBee.

Broad incumbents

• Cetera Financial Group: Large multi-channel IBD and RIA platform offering investment advisory and wealth management services through affiliated advisors — broader portfolio but overlapping client base and advisory services.
• Focus Financial Partners (now part of CCorp): Leading RIA consolidator partnering with independent wealth management firms serving individuals, families, and HNW clients — broad incumbent shaping the M&A landscape in which boutique RIAs like McBee operate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/mcbeeadvisors
• Facebookfacebook.com/mcbeeadvisors
• LinkedInlinkedin.com/company/mcbee-advisors

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McBee Advisors