# Sanjay Pawar

> Sanjay Pawar is a fee-only financial advisor at Bluesphere Advisors in East Norriton, Pennsylvania, who holds the CFP and CFA credentials. Sanjay charges a flat fee or retainer, an ongoing planning fee and a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Bluesphere Advisors
- **Based in:** East Norriton, Pennsylvania
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $506.2M across 1,280 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Founders (pre-exit), Family wealth transfer
- **Works with:** High earners, Founders, Ultra high net worth
- **CRD:** 4747958 (https://adviserinfo.sec.gov/individual/summary/4747958)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.bluesphereadvisors.com

## Frequently asked questions

### Is Sanjay Pawar a fee-only financial advisor?

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

### How does Sanjay charge for financial advice?

Sanjay charges a flat fee or retainer, an ongoing planning fee and a percentage of assets.

### Where is Sanjay Pawar based?

Sanjay Pawar is based in East Norriton, Pennsylvania.

### What does Sanjay specialize in?

Sanjay's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, founders (pre-exit) and family wealth transfer. Sanjay works with high earners, founders and ultra high net worth.

### What credentials does Sanjay Pawar hold?

Sanjay Pawar holds the CFP and CFA credentials.

### Is Sanjay Pawar registered with the SEC?

Yes. Sanjay Pawar is registered as an investment adviser representative in PA and TX (CRD 4747958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bluesphere Advisors manage?

Bluesphere Advisors reports $506.2M across 1,280 accounts in assets under management.

### How do I contact Sanjay Pawar?

Through Sanjay's website, www.bluesphereadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4747958): 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://bluesphereadvisors.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.