BlueAris provides financial planning and investment advisory services to individuals and business entities. As a fee-only firm, BlueAris aims to act in the best interests of its clients. The firm uses a multi-disciplinary approach to address clients’ financial, tax, estate, and risk management planning needs. BlueAris does not have discretionary power over clients’ accounts, allowing clients to maintain control of their assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Annual Retainer:From $2,100/year
One-Time Plan:$900 - $2,000
Hourly Rate:$80 - $1,000/hr
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