Hillary Knotts
Blue Ocean Capital · West Palm Beach, Florida
Hillary Knotts is a fee-only financial advisor at Blue Ocean Capital in West Palm Beach, Florida, who holds the CFP credential. Hillary focuses on tax planning, estate & legacy planning and family wealth transfer. Blue Ocean Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Blue Ocean Capital |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $619.2M across 491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6281669 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | blueoceancpa.com |
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Questions about Hillary
Is Hillary Knotts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hillary holds no broker registration, and Blue Ocean Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hillary charge for financial advice?
Hillary's firm, Blue Ocean Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hillary Knotts based?
Hillary Knotts is based in West Palm Beach, Florida.
What does Hillary specialize in?
Hillary's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. Hillary works with multi-generational families.
What credentials does Hillary Knotts hold?
Hillary Knotts holds the CFP credential.
Is Hillary Knotts registered with the SEC?
Yes. Hillary Knotts is registered as an investment adviser representative in FL (CRD 6281669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Ocean Capital manage?
Blue Ocean Capital reports $619.2M across 491 accounts in assets under management.
How do I contact Hillary Knotts?
Through Hillary's website, blueoceancpa.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 Ocean Capital 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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