Firm
Bluerock Financial Services
Williamsburg, Virginia
Fee-only
Bluerock Financial Services at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 74 individual clients, 23 of them high net worth.
- Its average account is about $288,000 (assets it manages divided by its 206 accounts).
- Its hourly rate of $200 is below the Virginia median of $325.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Williamsburg, Virginia |
|---|---|
| Website | bluerockfs.com |
| Phone | (541) 261-1067 |
Bluerock Financial Services 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.
| One-time plan | From $1,500 |
|---|---|
| Hourly | $200 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Minimum fee is $1,500 or $200 per hour for time spent." source
"Minimum fee is $1,500 or $200 per hour for time spent." source
"The fee is 1.00% annually on the first $1 million we manage" source
"The fee is 1.00% annually on the first $1 million we manage, then 0.75% on assets above $1 million" 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 | $59 million |
| Individual clients | 51 |
| High-net-worth clients | 23 |
| Accounts managed | 206 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 151566 |