Blue Advisors

Fee-only means Blue Advisors is compensated exclusively by you — never by commissions, referral fees, or product sales. This eliminates the conflicts of interest that exist at most financial firms, where advisors earn more when they sell you certain products. You get advice that is purely in your best interest, every time.

A fiduciary is legally and ethically required to act in your best interest at all times — not just when it's convenient. Many financial advisors are only held to a "suitability" standard, which allows them to recommend products that are merely adequate for your situation. As a fiduciary, Blue Advisors is held to a higher standard: your interests come first, always.

Blue Advisors does not have a rigid minimum investment requirement. Rather than focusing on account size, I focus on fit — whether your goals, values, and commitment to long-term planning align with the way I work. I partner with a select number of families, and the most important factor is a shared commitment to building something meaningful over time. The best place to start is a complimentary, no-obligation conversation where we can explore whether we're the right match for each other.

The free conversation is exactly that — a conversation, not a sales pitch. You share your goals, concerns, and current situation. Blue Advisors listens, asks questions, and gives you an honest assessment of whether and how the firm can help. There is no obligation, no pressure, and no commitment required.

The standard advisory fee is .80% of assets under management, charged monthly in arrears and may be negotiable in certain cases. Financial Planning starts at $2,000 for a one-time plan or $200/hour. There are no commissions, no hidden fees, and no surprises.