Blade Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“This includes a discovery meeting, strategy session, and a plan presentation. o​ Additional time may be billed at the Adviser’s standard hourly rate of $275/hour, if requested by the client and agreed upon in advance. o​ ●​ Plan Projection:”

Flat or project fee

$1,000⁠-⁠$2,500

“A full plan with detailed recommendations is provided for a flat fee ranging from $1,000 to $2,500, depending on complexity.”

Monthly fee

$200/mo

“Ongoing Monitoring Fee: $200 per month for ongoing review of selected adviser performance and strategies. 3.”

Annual fee

$1,000⁠-⁠$5,000/yr

“The contact frequency will depend on the level of the fee paid to Blade Financial annually. ●​ Projected fees under $1,000 per year - Clients will be contacted twice annually (6-month intervals). ●​ Projected fees $1,000 to $5,000 annually - Clients will be contacted three times annually (4-month intervals). ●​…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blade Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are payable quarterly in advance and are computed based on a percentage of assets under management for that billing period.”
• “Management fees are payable quarterly in advance and are computed based on a percentage of assets under management for that billing period.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

How Blade Financial’s fees compare

• Its hourly rate of $275 is below the Florida median of $288. 48% of the 372 other Florida planners that publish an hourly rate charge less.
• 9 of the 20 other planners in Tampa that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,500 is below the Florida median of $4,900. 20% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 20 other planners in Tampa that publish a flat or project fee charge less.
• Its annual fee of $1,000-$5,000 spans the Florida median of $4,800. 35% of the 97 other Florida planners that publish an annual fee charge less.

About Blade Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332078

Website

blade-financial.com (opens in new tab)

Phone

(313) 529-0244

Other planners in Tampa that publish fees

• Aft Financial PlanningTampa$300/hr, $1,500⁠-⁠$5,000
• American Family Legacy GroupTampa$300/hr
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000
• CPA Synced FinancialTampa$1,000⁠-⁠$20,000

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