Blessed Financial Investments, LLC fees and pricing
Financial planner in Edmond, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 10, 2025, Blessed Financial Investments, LLC charges $100-$500 an hour and a flat or project fee of $1,000-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 10, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“The hourly fee for these services is between $100 and $500.”
- Flat or project fee
- $1,000-$3,000
“The rate for creating client financial plans is between $ 1,000-$3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blessed Financial Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for full refund of BFI’s fees, within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients must pay the prorated performance-based fees for the billing period in which they terminate the Investment Advisory Contract up to and including the day of termination.”
How Blessed Financial Investments, LLC’s fees compare
- Its hourly rate of $100-$500 spans the Oklahoma median of $250. 66% of the 41 other Oklahoma planners that publish an hourly rate charge less.
- 4 of the 5 other planners in Edmond that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$3,000 spans the Oklahoma median of $2,875. 23% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
- 1 of the 6 other planners in Edmond that publish a flat or project fee charge less.
About Blessed Financial Investments, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319670
- Phone
- (405) 919-6493
Other planners in Edmond that publish fees
- Conkin Financial Group, Inc.Edmond$10,000
- Dean Davis Wealth LLCEdmond$500-$5,000
- Dustin Rippetoe LLCEdmond$1,000/mo, $3,500/yr
- Entrust Parable Capital, LLCEdmond$120-$200/hr
- Main Street Investment ManagementEdmond$1,500-$5,000
- Render Financial, LLCEdmond$250/hr, $2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.