Blue Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 Limited Scope Financial Planning We also provide financial planning for $200 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“The fixed fee can range between $1,500 - $5,000.”

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

How Blue Advisors bills

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

• “The annual fee is paid monthly and in arrears based on the average daily balance throughout the month.”
• “Accounts initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 5 calendar days in advance.”

How Blue Advisors’ fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• None of the 3 other planners in Upper Arlington that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Ohio median of $3,250. 50% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 3 other planners in Upper Arlington that publish a flat or project fee charge less.

About Blue Advisors

• Principal: Blue II
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

0.8% a year

Clients

13

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$18,413,429

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316516

Website

instagram.com/blue_advisors (opens in new tab)

Phone

(724) 914-1414

Can advise clients in 2 states: Ohio, Pennsylvania

Other planners in Upper Arlington that publish fees

• Kovalcik & Geraghty Wealth Partners LLPUpper Arlington$425/hr, $2,500⁠-⁠$10,000
• TCP Asset Management, LLCUpper ArlingtonUp to $500/hr, Up to $15,000
• Wealthought LLCUpper Arlington$100⁠-⁠$500/hr, $100⁠-⁠$25,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 5 planners in Upper Arlington