Firm
Bluestem Financial Advisors
Savoy, Illinois
Fee-only
Bluestem Financial Advisors at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 7 advisors are listed here; all hold the CFP.
- Its Form ADV reports 10 employees and 185 individual clients, 149 of them high net worth.
- Its average account is about $355,000 (assets it manages divided by its 1,010 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Savoy, Illinois |
|---|---|
| Website | jacobkuebler.com |
| Phone | (217) 352-0000 |
Bluestem Financial Advisors fees
Bluestem Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $358 million |
| Individual clients | 36 |
| High-net-worth clients | 149 |
| Accounts managed | 1,010 |
| Employees | 10 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-116798) |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 158418 |