Firm
Bluesphere Advisors
East Norriton, Pennsylvania
Fee-only
Facts
| Based in | East Norriton, Pennsylvania |
|---|---|
| Website | bluesphereadvisors.com |
| Phone | (610) 277-1515 |
Bluesphere Advisors fees
Bluesphere Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee, percentage of assets. 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $506 million |
| Individual clients | 314 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 283972 |