Firm
Blom Levy & Co
Santa Barbara, California
Fee-only
Facts
| Based in | Santa Barbara, California |
|---|---|
| Website | blomlevy.com |
| Phone | (805) 680-7018 |
Blom Levy & Co fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our minimum annual advisory fee is $8,000, billed $2,000 per quarter or annually in arrears." source
"We have no minimum account size and no net worth requirement." source
"Our minimum annual advisory fee is $8,000, billed $2,000 per quarter or annually in arrears." source
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 by | Subscription · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 7 |
| Financial planning | Offered |
| Form ADV filed | May 15, 2026 |
| SEC record | CRD 153779 |