Todd Shears
BlueSail Advisors · Mclean, Virginia
Todd Shears is a fee-only financial advisor at BlueSail Advisors in Mclean, Virginia. Todd charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | BlueSail Advisors |
|---|---|
| Based in | Mclean, Virginia |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $28.9M across 88 accounts |
| SEC registration | Investment adviser representative in DC, FL, TX, VA · CRD 5409021 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bluesailadvisors.com |
How Todd's firm compares
- BlueSail Advisors's average account is about $329,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Todd
Is Todd Shears a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and BlueSail Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd charges an ongoing planning fee.
Where is Todd Shears based?
Todd Shears is based in Mclean, Virginia.
What does Todd specialize in?
Todd's specialties include tax planning, estate & legacy planning and retirement planning.
Is Todd Shears registered with the SEC?
Yes. Todd Shears is registered as an investment adviser representative in DC, FL, TX and VA (CRD 5409021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BlueSail Advisors manage?
BlueSail Advisors reports $28.9M across 88 accounts in assets under management.
How do I contact Todd Shears?
Through Todd's website, www.bluesailadvisors.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
- BlueSail 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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