Bluesail Advisors LLC fees and pricing
Financial planner in Mclean, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Bluesail Advisors LLC charges an annual fee of $1,500-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,500-$6,000/yr
“The initial financial planning fee is an annual fee that typically ranges between $1,500 - $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bluesail Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee is payable in equal quarterly payments, due in advance of each quarter for the duration of the year.”
- “Subsequent annual financial planning retainer fees renew on the anniversary date of the execution of the agreement and will be payable quarterly, in advance, by credit card charge.”
- “Refunds will be paid by Cashier’s Check.”
How Bluesail Advisors LLC’s fees compare
- Its annual fee of $1,500-$6,000 is below the Virginia median of $6,350. 31% of the 55 other Virginia planners that publish an annual fee charge less.
About Bluesail Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2008 (18 years).
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
- 0.95% a year
- Clients
- 23
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $28,909,203
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144579
- Phone
- (703) 373-1170
Can advise clients in 4 states: District of Columbia, Florida, Texas, Virginia
Other planners in Mclean that publish fees
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
- Advisors Financial, Inc.Mclean$250-$500/hr
- Alpha Financial Advisors, LLCMclean$250/hr
- Argo Wealth Advisory, LLCMclean$500-$50,000
- B&l Wealth Group, LLCMclean$250/hr, $2,000-$10,000
Is something on this page wrong or out of date?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.