PlannerFees

Blue Aris fees and pricing

Financial planner in Spring, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 8, 2026, Blue Aris charges $300⁠-⁠$1,000 an hour, a flat or project fee of $900⁠-⁠$2,000, and a monthly fee of $175 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300⁠-⁠$1,000/hr
“Compensation For the following services - one time retirement plan consulting, pension planning, Portfolio Management for businesses, one time portfolio management for individuals, pooled investment companies, pension consulting services, private fund managers, market timing services, services of portfolio…”
Flat or project fee
$900⁠-⁠$2,000
“The Component 1 – One-time Initial Payment could be between $900-$2000 depending upon the complexity of the client requirements and plan.”
Monthly fee
$175/mo
“Blue Aris gives advice to clients is on a non-discretionary basis for a fixed monthly with a minimum of $175 per month.”

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

How Blue Aris’ fees compare

  • Its hourly rate of $300-$1,000 is above the Texas median of $275. 96% of the 468 other Texas planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Spring that publish an hourly rate charge less.
  • Its flat or project fee of $900-$2,000 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Blue Aris

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Insurance analysis

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Minimum
No minimum stated in brochure
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, market timing, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
314727
Website
twitter.com/adnan H (opens in new tab)
Phone
(415) 816-7703

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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.