Blue Jean Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$900⁠-⁠$50,000

“BJF offers financial planning services for a fixed engagement fee ranging from $900 to $50,000 per engagement.”

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

How Blue Jean Financial LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly in arrears, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Blue Jean Financial LLC’s fees compare

• Its flat or project fee of $900-$50,000 spans the New York median of $4,500. 96% of the 251 other New York planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Albany that publish a flat or project fee charge less.

About Blue Jean Financial LLC

• Firm size: 14 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

385

Employees

14

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$133,349,793

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

331138

Website

linkedin.com/company/bluejeanfinancial (opens in new tab)

Phone

(518) 631-5471

Can advise clients in 15 states: Connecticut, Florida, Louisiana, Massachusetts, Minnesota, North Carolina, New Hampshire, New York, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, Vermont, Washington

Other planners in Albany that publish fees

• Albanyadvisor Group LLCAlbany$495
• Allsquare Wealth Management, LLCAlbany$100⁠-⁠$300/hr, $500⁠-⁠$2,000
• Arista Advisory Group, LLCAlbany$150⁠-⁠$295/hr, Up to $10,000
• Eden Advisory Services, LLCAlbany$80⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Lahontan Capital LLCAlbany$500/hr, $6,000
• Mercury Financial AdvisorsAlbany$1,500, $4,000/yr

Compare all 13 planners in Albany