Blue Sky Investment Partners, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$2,500

“The Blue Sky Portfolio Management Plus Service includes a one-time financial planning fee of between $1,500 and $2,500 depending on the complexity of each client’s financial situation.”

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

How Blue Sky Investment Partners, Inc. bills

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

• “Page 7 of 32 Disclosure Brochure Blue Sky Retirement Plan Advisory Services BSIP bills the plan sponsor for assets managed in a pooled vehicle and for employee education seminars when requested by the client.”
• “Client Payments to BSIP are made in advance, except for certain Consulting Services, Speaking Services and Financial Planning Services BSIP advisory clients pay BSIP in advance, meaning they pay for a quarter’s services at the start of each quarter.”

How Blue Sky Investment Partners, Inc.’s fees compare

• Its flat or project fee of $1,500-$2,500 is below the Illinois median of $4,500. 19% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Evanston that publish a flat or project fee charge less.

About Blue Sky Investment Partners, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$7,500 minimum fee (stated in brochure)

Clients

61

Employees

1

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$118,017,737

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145318

Website

blueskyinvestments.net (opens in new tab)

Phone

(847) 864-5070

Can advise clients in 2 states: Illinois, Texas

Other planners in Evanston that publish fees

• Defender Asset Management LLCEvanston$125/hr, $1,500⁠-⁠$30,000
• Grosse Point Capital ManagementEvanston$2,500⁠-⁠$10,000
• Pinnacle Planning Advisors, LLCEvanston$350/hr, $800⁠-⁠$3,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 7 planners in Evanston