Deborah Hobart
Blue Water Capital Management, LLC · Apex, North Carolina
Deborah Hobart is a fee-only financial advisor at Blue Water Capital Management, LLC in Apex, North Carolina, who holds the CFP and CPA credentials. Deborah charges an ongoing planning fee (typically works with clients with $1,250,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Blue Water Capital Management, LLC |
|---|---|
| Based in | Apex, North Carolina |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,250,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $159.8M across 385 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in NC · CRD 7123806 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bluewaterportfolios.com |
How Deborah's firm compares
- Blue Water Capital Management, LLC's average account is about $415,000, from its Form ADV (assets managed divided by 385 accounts).
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Questions about Deborah
Is Deborah Hobart a fee-only financial advisor?
Yes. Deborah Hobart is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Deborah's firm.
How does Deborah charge for financial advice?
Deborah charges an ongoing planning fee.
How much does Deborah charge?
According to Blue Water Capital Management, LLC's website, checked October 28, 2026: typically works with clients with $1,250,000 or more.
Does Deborah work with clients virtually?
Yes. Blue Water Capital Management, LLC says on its website that it works with clients remotely.
Where is Deborah Hobart based?
Deborah Hobart is based in Apex, North Carolina.
What does Deborah specialize in?
Deborah's specialties include retirement planning, tax planning and estate & legacy planning. Deborah works with retirees and pre-retirees.
What credentials does Deborah Hobart hold?
Deborah Hobart holds the CFP and CPA credentials.
Is Deborah Hobart registered with the SEC?
Yes. Deborah Hobart is registered as an investment adviser representative in NC (CRD 7123806), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Blue Water Capital Management, LLC manage?
Blue Water Capital Management, LLC reports $159.8M across 385 accounts in assets under management.
How do I contact Deborah Hobart?
Through Deborah's website, bluewaterportfolios.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Blue Water Capital Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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