Eric McKean
Blue Elm Advisors · Holmes, New York
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $5.6M across 37 accounts |
| SEC registration | Investment adviser representative in CT, NY · CRD 7497003 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.blueelmadvisors.com |
| Profile |
How Eric's firm compares
- Ongoing planning starts at $1,200 a year, below the New York median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the New York median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the New York median of $300 for fee-only firms that publish prices.
- Blue Elm Advisors's average account is about $152,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Blue Elm Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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