Bluesphere Advisors LLC 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-⁠$40,000

“Fixed fees range from $500 to $40,000.”

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

How Bluesphere Advisors LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid either monthly or quarterly in arrears (the “billing period”), pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first billing period of service is prorated from the inception date of the account[s] to the end of the first billing period.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Bluesphere Advisors LLC’s fees compare

• Its flat or project fee of $500-$40,000 spans the Pennsylvania median of $3,650. 92% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Bluesphere Advisors LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2016 (10 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

Clients

482

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$506,221,339

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283972

Website

linkedin.com/in/sanjaykpawar (opens in new tab)

Phone

(610) 277-1515

Can advise clients in 11 states: California, Delaware, Florida, Louisiana, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas

Other planners in East Norriton that publish fees

• Foundation Capital Management, LLCEast Norriton$200⁠-⁠$400/hr, $1,000⁠-⁠$2,500
• Meridian Wealth Partners, LLCEast Norriton$500⁠-⁠$10,000/yr
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 3 planners in East Norriton