badge

Paladin Research Report For:

James Blue

Blue Advisors

CFP®
2290 Haverford Road
Columbus, OH 43220
724-914-1414

About James Blue

James Blue is a CERTIFIED FINANCIAL PLANNER" professional and founder of Blue Advisors, a fee-only, fiduciary registered investment adviser in Upper Arlington, Ohio. As a sole practitioner, Jim works directly with each client. He focuses on pre-retirees and retirees, including Ohio public employees navigating OPERS and STRS benefits, Social Security, and taxes in retirement. His approach is planning-led, low-cost, and built to put your interests first, at all times.

See Disclosures

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.