Sanjay Pawar
Bluesphere Advisors · East Norriton, Pennsylvania
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.
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Specialties
Who they serve
- High earners
- Founders
- Ultra high net worth
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 |
| Assets under management | $506.2M across 1,280 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 4747958 |
| Exams passed | Series 66 (2005) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bluesphereadvisors.com |
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Questions about Sanjay
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.
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
- Bluesphere 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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