Firm
Blue Jay Financial Group
Defiance, Ohio
Fee-only
Blue Jay Financial Group at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 9 employees and 283 individual clients, 23 of them high net worth.
- Its average account is about $168,000 (assets it manages divided by its 676 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Defiance, Ohio |
|---|---|
| Website | bluejayfg.com |
| Phone | (419) 785-4525 |
Blue Jay Financial Group 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.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We normally charge our clients a flat percentage of 1.5% annually on all invested assets." source
"We normally charge our clients a flat percentage of 1.5% annually on all invested assets." 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 | $113 million |
| Individual clients | 260 |
| High-net-worth clients | 23 |
| Accounts managed | 676 |
| Employees | 9 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-134428) |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 296467 |