Blueline Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$50,000

“In addition, we may charge a fee for special projects in the range of $500 to $50,000 as contracted for with the client in advance.”

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

How Blueline Advisors bills

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

• “This fee is negotiable at the discretion of the Advisor.”
• “Depending on the Advisory Agreement, the management fee may be payable quarterly either in advance or in arrears, based on the value of portfolio assets of the account on the last business day of the period.”
• “The advisory fees in the first period of the agreement shall be prorated from the inception date to the end of the billing period.”

How Blueline Advisors’ fees compare

• Its flat or project fee of $500-$50,000 spans the New Hampshire median of $5,400. 100% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Exeter that publish a flat or project fee charge less.

About Blueline Advisors

• Firm size: 3 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2015 (11 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

1.5% a year

Clients

148

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

$247,237,600

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

164642

Website

blueline-advisors.com (opens in new tab)

Phone

(603) 418-0940

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

Other planners in Exeter that publish fees

• Ledgewood Wealth Advisors, LLCExeter$100⁠-⁠$250/hr, $3,000⁠-⁠$15,000
• Summit Wealth Group LLCExeter$500/hr, $5,000⁠-⁠$7,500
• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000

Compare all 3 planners in Exeter