About Blue Advisors
Blue Advisors is a fee-only, fiduciary registered investment adviser in Upper Arlington, Ohio, serving families across the Columbus area. It's a sole-practitioner firm by design: you work directly with James Blue, a CERTIFIED FINANCIAL PLANNER" professional, the same person who builds your plan, manages your portfolio, and answers your call. The firm focuses on pre-retirees and retirees, including Ohio public employees navigating OPERS and STRS Ohio benefits, Social Security, Medicare, and taxes in retirement. Advice is planning-led and evidence-based, built on low-cost index ETFs and coordinated with your full financial picture. As a fee-only fiduciary, Blue Advisors is compensated directly by its clients, never through commissions or product sales, so the advice you receive is focused on your goals alone.
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General Information
Firm Start Year
2021
No. of Employees
1
CRD#
6205303
Firm CRD#
316516
Name of Custodial Firm
Charles Schwab
States Licensed in
PA, OH
Years of Experience in Financial Services
21
Number of Years with Current Firm
5
Work with the following types of clients
Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Tax Advice and Services
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Firm's Number of Clients
15
Firm's Number of Planning Clients
15
Firm's Number of Managed Clients
15
Assets Managed by Firm
$26,000,000
Advisor's Number of Clients
15
Advisor's Number of Managed Clients
15
Advisor's Number of Planning Clients
15
Total Assets Under Management by Advisor
$26,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Fee % Based on Assets
0.80%
Hourly Rate
$200
Minimum Fee Charged for Managed Accounts
$1000
Minimum Fee Charged for Hourly Planning Accounts
$2500
Education
Bachelor of Science in Business Administration - Finance
University of Pittsburgh
09/01/2001 -05/01/2005
Disclaimer
Blue Advisory, LLC (Blue Advisors) is a registered investment advisor offering advisory services in the State of Ohio, Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Neither the information nor any opinion expressed, is to be construed as personalized investment, tax, or legal advice. Follow-up or individualized responses to consumers in a particular state by Blue Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Blue Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.