Blue Point Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly fees will be estimated based on the complexity and level of service to be provided on a case by case basis generally at a rate of $250 per hour.”

Annual fee

$1,000/yr

“There is a minimum annual fee of $1,000 per plan, although the minimum may be waived at the firm’s discretion.”

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

How Blue Point Financial, Inc. bills

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

• “All fee details are provided in the client agreement and or other applicable supplemental documentation in advance.”
• “Upon termination, any unearned fees billed in advance will be prorated and refunded.”
• “All fee details are provided in the client agreement and or other applicable documentation in advance.”

How Blue Point Financial, Inc.’s fees compare

• Its hourly rate of $250 matches the Maine median of $250. 35% of the 23 other Maine planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Scarborough that publish an hourly rate charge less.
• Its annual fee of $1,000 is below the Maine median of $8,250. None of the 8 other Maine planners that publish an annual fee charge less.

About Blue Point Financial, Inc.

• Firm size: 3 employees.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

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

1.5% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

187

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$152,671,667

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

299688

Website

linkedin.com/in/justin-beauregard-2229aa11 (opens in new tab)

Phone

(207) 883-2009

Can advise clients in 4 states: Florida, Maine, New Hampshire, Texas

Other planners in Scarborough that publish fees

• Educated Investors LLCScarborough$180/hr, $90/mo
• Kirkwood Private, LLCScarborough$400⁠-⁠$825/hr
• Ampersand Investment AdvisorsCamden$300/hr, $1,500⁠-⁠$7,500
• Bigelow Investment Advisors, LLCPortland$165/mo
• BirchbrookBangor$200/hr, $2,000
• Black Brook Financial PlanningGorham$150/hr

Compare all 4 planners in Scarborough