Great Blue Wealth LLC fees and pricing

Financial planner in Chesapeake, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 13, 2026, Great Blue Wealth LLC charges $49⁠-⁠$99 an hour for financial planning.

Published fees

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

Hourly rate: $49⁠-⁠$99/hr; “GBW offers financial planning services at an hourly rate ranging from $49 to $99 per hour.”

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

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in arrears of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
“Fees are negotiable at the sole discretion of the Advisor.”
“Fees are negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $49-$99 is below the Virginia median of $260. 2% of the 203 other Virginia planners that publish an hourly rate charge less.
None of the 3 other planners in Chesapeake that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.9% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338368
Website: greatbluewealth.com (opens in new tab)
Phone: (757) 287-9435

Is something on this page wrong or out of date?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.