B6 Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
B6 Capital provides financial planning, investment advice, and consulting services to individual clients, delivering customized written financial plans and educational workshops. The firm also offers consulting engagements and its representatives are licensed to recommend and sell commissionable insurance and annuity products to advisory clients.
The firm’s advice is delivered on a non‑discretionary, advisory-only basis: recommendations are developed after data gathering and analysis using a mix of fundamental, technical, charting and cyclical methods, and may cover equities, debt, real estate, private placements and insurance-based investments. B6 Capital does not take custody of client assets or execute trades for client accounts, and it charges flat or hourly advisory fees instead of percentage‑of‑assets or performance‑based fee arrangements.
What is distinctive about the firm is the combination of financial planning and educational/consulting offerings with licensed insurance brokerage activity, an arrangement the brochure identifies as a potential conflict of interest and discloses to clients. The firm also discloses that principals may hold the same investments the firm recommends and has established personal‑trading procedures while offering clients the option to purchase recommended insurance products through unaffiliated agents.
Client services
Expertise
Fee options
Comprehensive Written Financial Plan fee ranging from $1,500 to $3,500 depending on complexity
Commission from sales of life insurance products and annuities
$195 per hour for consulting and educational services
Fee-only: Consulting and educational services: $195 per hour; Comprehensive Written Financial Plan: $1,500 - $3,500 flat fee
Main office
Wellsville UT
Advisors at this office
1
Most active in
Utah
Also doing business as
B6 Capital · B6 Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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