# Michael Willitzer

> Michael Willitzer is a fee-only financial advisor at Blue Jay Financial Group in Defiance, Ohio. Michael charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning.

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

## Facts

- **Firm:** Blue Jay Financial Group
- **Based in:** Defiance, Ohio
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $113.5M across 676 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 8202985 (https://adviserinfo.sec.gov/individual/summary/8202985)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.bluejayfg.com/

## Frequently asked questions

### Is Michael Willitzer a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael charges a percentage of assets.

### How much does Michael charge?

According to Blue Jay Financial Group's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Michael Willitzer based?

Michael Willitzer is based in Defiance, Ohio.

### What does Michael specialize in?

Michael's specialties include retirement planning. Michael works with pre-retirees.

### Is Michael Willitzer registered with the SEC?

Yes. Michael Willitzer is registered as an investment adviser representative in OH (CRD 8202985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Jay Financial Group manage?

Blue Jay Financial Group reports $113.5M across 676 accounts in assets under management.

### How do I contact Michael Willitzer?

Through Michael's website, www.bluejayfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8202985): 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://bluejayfg.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.