Blue Jay Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Upon termination, fees will be prorated to the date of termination, and any unearned portion of the fee will be refunded to you based on an hourly rate of $250.00.”

Flat or project fee

$250⁠-⁠$15,000

“Fixed fees for financial plans range from $250 to $15,000.”

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

How Blue Jay Financial Group, LLC bills

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

• “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis and billed quarterly in advance.”
• “At our discretion, our firm will allow advisory fees to be paid by check as indicated in the Investment Advisory Agreement.”
• “Typically, fees $500 or less will be billed in full upon entering the Agreement with our firm.”

How Blue Jay Financial Group, LLC’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$15,000 spans the Ohio median of $3,250. 82% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Blue Jay Financial Group, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2025.

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

2% a year

Clients

283

Employees

9

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$113,455,676

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

296467

Website

twitter.com/bluejayfg (opens in new tab)

Phone

(419) 785-4525

Can advise clients in 5 states: Florida, Indiana, Michigan, Ohio, Texas

Other planners in Defiance that publish fees

• Demland Wealth LLCDefiance$200/hr, $500⁠-⁠$15,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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