Blue Iguana Capital LLC fees
Financial planner in Valparaiso, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Blue Iguana Capital LLC (Valparaiso, IN) charges a flat or project fee of up to $5,000 for financial planning.
- Website: blueiguanacapital.com (opens in new tab)
- Call (516) 313-3021
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Capped at $5,000, at or below the Indiana median of $5,000.
“Method of Compensation and Fee Schedule FINANCIAL CONSULTING BIC charges a fixed fee of up to $5,000 based on complexity and unique Client needs for financial consulting.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Blue Iguana Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Check – to be remitted by Client to BIC Electronic Payment via ACH, Debit Card, or Credit Card (fees will be paid via a third party payment processor in which the client will securely input payment information and pay the advisory fee through a secure portal.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 22, 2026
- CRD number
- 337884 (opens in new tab)
- Phone
- (516) 313-3021
Registered in 1 state: Illinois
Other planners in Valparaiso that publish fees
- Dunes FinancialValparaisoHourly $250/hr, Flat $2,000-$12,000
- Kotys Wealth ProfessionalsValparaisoHourly $375/hr
- Lauer Wealth ManagementValparaisoFlat $1,000-$50,000
More planners in Indiana that publish fees
- SRL FinancialCiceroAnnual $3,000-$18,000/yr
- Dynamic Legacy PlanningGreenfieldHourly $100/hr, Flat $500-$2,500
- Turtair Capital AdvisorsZionsvilleFlat $3,000-$10,000
- Fortitude Private WealthCarmelHourly $300/hr, Flat $3,000-$10,000
- Pace Financial Group, LLCFishersHourly $500/hr
- Aydt Investment Management, Inc.EvansvilleHourly $300/hr
Is something on this page wrong or out of date?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.