Firm
Blue Elm Advisors
Holmes, New York
Fee-only
Blue Elm Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 15 individual clients, 1 of them high net worth.
- Its average account is about $152,000 (assets it manages divided by its 37 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the New York median of $3,600.
- Its hourly rate of $250 is below the New York median of $300.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Holmes, New York |
|---|---|
| Website | blueelmadvisors.com |
| Phone | (203) 733-8292 |
Blue Elm Advisors 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 $1,200 a year |
|---|---|
| One-time plan | From $500 |
| Hourly | $250 an hour |
| Asset-based fee | 1.2% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"followed by a monthly flat fee of $100 to $500" source
"Our financial planning services start with a one-time fee of $500 to $2,500" source
"Our hourly rate is $250 per hour." source
"$0 - $1,000,000: 1.20% annually" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 14 |
| High-net-worth clients | 1 |
| Accounts managed | 37 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 2, 2026 |
| SEC record | CRD 318686 |