PlannerFees

BLBB Advisors fees and pricing

Financial planner in Montgomeryville, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 31, 2026, BLBB Advisors charges a flat or project fee of $2,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,500⁠-⁠$10,000
“Only fees range from $2,500- $10,000 for the initial financial plan and clients generally pay one half of the planning fee as an initial deposit, with the balance being paid when the financial plan is delivered.”

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

How BLBB Advisors bills

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

  • “Fees are generally charged in arrears and are calculated as a percentage of assets under management or a flat dollar amount.”
  • “Fees are prorated for intra-period deposits and withdrawals.”
  • “Fees for partial periods are prorated accordingly.”

How BLBB Advisors’ fees compare

  • Its flat or project fee of $2,500-$10,000 spans the Pennsylvania median of $3,650. 72% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About BLBB Advisors

“As part of the advisory services provided to clients, BLBB provides financial planning which integrates different aspects of the client’s current financial situation to develop a plan that allows BLBB to help the client meet their goals and objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 32 employees.
  • Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Minimum
$1,500 minimum fee (stated in brochure)
Clients
1,520
Employees
32
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$3,255,397,467
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
139096
Website
blbb.com (opens in new tab)
Phone
(215) 643-9100

Can advise clients in 32 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Maryland, Maine, Minnesota, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Vermont, Washington

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