Michael Willitzer
Blue Jay Financial Group · Defiance, Ohio
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Assets under management | $113.5M across 676 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8202985 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bluejayfg.com |
How Michael's firm compares
- Blue Jay Financial Group's average account is about $168,000, from its Form ADV (assets managed divided by 676 accounts).
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Questions about Michael
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.
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 Jay Financial Group 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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