The Bluesphere Approach
Our Process Helps You Reach Your Goals
At Bluesphere, our decades of experience have resulted in the creation of our proprietary Pathfinder approach to charting your financial well-being.
Learn about our process
The Bluesphere Difference
Our Fee-Only Payment Structure Means You Get Our
Best Advice, Offered in Your Best Interest.
Bluesphere earns our value through advice and consultation. Not through commissions. Our typical fee-only services include:
Financial planning.
We charge a flat annual fee or a monthly subscription fee, based on case complexity.
Investment management
Our fees for investment management are based on a percentage of assets being managed.
What is a Fiduciary?
As a fiduciary, Bluesphere Advisors is
required to act impartially and in the
best interest of our clients. Hiring a
fiduciary ensures that the advice and
investment management decisions
we make for you are made only in
your best interest, with no regard to
our own firm’s interest. For more
information, read here.
Our Services
We offer an array of financial planning and investment management services, suited to our clients’ needs. Whether you’re planning for your own financial future, your family’s or you business’, our services are tailored to your needs.
Learn more about our services