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Firm

Blbb Advisors

Montgomeryville, Pennsylvania

Fee-only

Blbb Advisors at a glance

  • One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
  • 19 advisors are listed here; 10 of 19 hold the CFP.
  • Its Form ADV reports 32 employees and 1,520 individual clients, 678 of them high net worth.
  • Its average account is about $823,000 (assets it manages divided by its 3,957 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Based inMontgomeryville, Pennsylvania
Websiteblbb.com
Phone(215) 643-9100

Blbb Advisors fees

Blbb Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$3.3 billion
Individual clients842
High-net-worth clients678
Accounts managed3,957
Employees32
Planning clientsMore than 500
Registered withThe SEC (801-65840)
Financial planningOffered
Form ADV filedSeptember 1, 2026
SEC recordCRD 139096

Advisors at this firm (19)