Blue Elm Advisors fees and pricing

Published fees

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

Hourly rate

$250/hr

“Our hourly rate is $250 per hour.”

Flat or project fee

$500⁠-⁠$2,500

“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $500 - $2,500 and an ongoing flat fee that is paid monthly, in arrears, at the rate of $100 - $500 per month.”

Monthly fee

$100⁠-⁠$500/mo

From the same sentence as above.

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

How Blue Elm Advisors bills

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

• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Accounts initiated during a calendar quarter 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 30 calendar days in advance.”

How Blue Elm Advisors’ fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.

About Blue Elm Advisors

• Firm size: 2 employees.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

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

1.2% a year

Clients

15

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,622,993

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318686

Website

blueelmadvisors.com (opens in new tab)

Phone

(203) 733-8292

Can advise clients in 2 states: Connecticut, New York

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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