# Eric McKean

> Eric McKean is a fee-only financial advisor at Blue Elm Advisors in Holmes, New York. Eric charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $1,200 a year and one-time plans from $500) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/eric-mckean/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Elm Advisors
- **Based in:** Holmes, New York
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $1,200 a year; one-time plans from $500; $250 an hour; 1.2% a year on the first tier of assets managed
- **Assets under management (firm):** $5.6M across 37 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7497003 (https://adviserinfo.sec.gov/individual/summary/7497003)
- **SEC registration:** Investment adviser representative in CT, NY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.blueelmadvisors.com

## Frequently asked questions

### Is Eric McKean a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Blue Elm Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Eric charge?

According to Blue Elm Advisors's website, checked October 30, 2026: ongoing planning from $1,200 a year; one-time plans from $500; $250 an hour; 1.2% a year on the first tier of assets managed.

### Where is Eric McKean based?

Eric McKean is based in Holmes, New York.

### What does Eric specialize in?

Eric's specialties include retirement planning, estate & legacy planning and tax planning. Eric works with retirees and pre-retirees.

### Is Eric McKean registered with the SEC?

Yes. Eric McKean is registered as an investment adviser representative in CT and NY (CRD 7497003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Elm Advisors manage?

Blue Elm Advisors reports $5.6M across 37 accounts in assets under management.

### How do I contact Eric McKean?

Through Eric's website, www.blueelmadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7497003): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.blueelmadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.