BEE Financial Partners Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BEE Financial Partners Wealth, LLC provides investment advisory, financial planning, and general consulting services to individuals, trusts, estates and business entities, delivering discretionary portfolio management and standalone financial plans. The firm bills on a percentage-of-assets basis for managed accounts and also offers hourly and project-based consulting engagements.
The adviser employs a mix of analytical approaches — including fundamental, technical, charting and cyclical analysis — and implements strategies that range from long‑term holdings to short‑term trading and option writing, while also allocating to model portfolios available through a sub‑advisory/platform arrangement. Accounts are monitored on an ongoing basis with general reviews at least quarterly and written financial plans delivered within 120 days; planning fees are waived for clients with assets under management.
Distinctive features include a compact client base and asset footprint — roughly $5.07 million in discretionary AUM across about two dozen clients — indicating the firm does not emphasize high‑net‑worth households. The firm’s principals also act as licensed insurance and Medicare agents and perform Social Security analysis, and the brochure discloses that insurance and annuity sales may generate commission income and are subject to supervisory procedures.
Client services
Expertise
Fee options
Financial Planning standalone fees: $2,000 - $10,000
$0+: 1.00% - 1.65% +: Negotiable on client-by-client basis
Financial Planning: $250 - $350 per hour; General Consulting: $200 - $350 per hour
Account minimum: $200,000
Main office
9950 Cypresswood Drive, #200
Houston TX 77070
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
Karl J
Series 65
Houston, TX
BEE Financial Partners Wealth, LLC
Karl Joern is a financial advisor at BEE Financial Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also involved in nonprofit work as a member and educator with the Association of Financial Consultants and serves as a member of the National Association of Registered Social Security Analysts. BEE Financial Partners Wealth, LLC provides investment advisory, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing, with ongoing account monitoring and financial plan delivery.
Vicki J
Series 66
Houston, TX
BEE Financial Partners Wealth, LLC
Vicki Joern is a financial advisor at BEE Financial Partners Wealth, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at various firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also a member and educator with the Association of Financial Consultants, a nonprofit organization. BEE Financial Partners Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs a combination of analytical approaches and offers discretionary portfolio management alongside standalone financial plans, serving a compact client base with a focus beyond high-net-worth households.
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