Blue Ocean Capital fees and pricing

Financial planner in West Palm Beach, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 17, 2026, Blue Ocean Capital charges $100⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are charged quarterly in arrears based on the quarter-ended fair market value of the account (including cash, cash equivalents and accrued income) to which such fee relates.”
“Because fees are charged in arrears, no refunds are necessary.”
“Fees are paid in arrears; therefore, no refund policy is necessary upon termination of the agreement.”

Its hourly rate of $100-$300 spans the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 8 other planners in West Palm Beach that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 148
Employees: 11
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $619,157,530
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 107833
Website: linkedin.com/company/blueocean-capital/about (opens in new tab)
Phone: (561) 659-3301

Can advise clients in 3 states: Florida, North Carolina, Texas

Is something on this page wrong or out of date?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.