Blue Otter Financial Planning fees and pricing
Financial planner in Decatur, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 7, 2026, Blue Otter Financial Planning charges a flat or project fee of $8,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $8,000-$10,000
“The Legacy Plan Fee: $8,000 to $10,000, depending on the scope and complexity of the client’s needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Otter Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a fee to participants does apply, it will be announced in advance.”
- “Payment will be due in advance of the first session.”
- “Payment for Engagements Every request for payment will be preceded by our invoice.”
How Blue Otter Financial Planning’s fees compare
- Its flat or project fee of $8,000-$10,000 is above the Georgia median of $5,000. 82% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Decatur that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Blue Otter Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340974
- Phone
- (404) 850-1253
Other planners in Decatur that publish fees
- Ferguson Shapiro LLCDecatur$300/hr
- Financial LabDecatur$10,000
- Mindful Capital ManagementDecatur$250-$500/hr, $2,500-$10,000
- Vip Wealth AdvisorsDecatur$375/hr, $700-$50,000
Is something on this page wrong or out of date?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.