Blue Aris
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
Blue Aris provides financial planning, investment advisory, and wealth‑management related services to a small, selective client base that includes individual clients and business entities, and it also offers consulting for pension plans and institutional clients. The firm states it does not have discretionary control over client accounts and reports no assets under advisement, operating instead on an advisory and consulting basis.
The firm’s approach is multidisciplinary and education‑focused, emphasizing strategic asset allocation, periodic portfolio reviews, and use of mutual funds, ETFs, and other low‑cost vehicles while occasionally recommending illiquid direct participation investments for diversification. Blue Aris supplements advisory work with regular client education through newsletters and video blogs and conducts occasional seminars or workshops; its published content and educational offerings are integrated into its client service model, and the brochure also lists market‑timing and hourly enterprise consulting among its available services.
What is notable for a single‑advisor independent firm is the scope of services: Blue Aris provides portfolio management for pooled vehicles, offers services to other advisors, and engages in pension and institutional consulting — activities that are uncommon among peers of similar size. The firm also departs from the typical percentage‑of‑AUM billing model, using flat fees and hourly arrangements, maintains a fee‑only stance without selling products, and does not take custody of client assets.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Market timing
Expertise
Retirement income strategy
Income planning
Wealth management
General estate planning guidance
Medicare planning
Occupation focus
Technology Professional
Founder/Business Owner
Demographic focus
Values-based investing
Fee options
Fixed monthly or annual fees based on client needs and complexity; one-time initial fixed fee for financial plan.
Hourly fees range from $79.99 per hour for simple financial coaching to $300-$1000 per hour for consulting services depending on complexity.
Fee-only: One-time initial fee between $900-$2000 based on complexity; ongoing monthly fee minimum $175 per month; fees depend on client needs, net income, complexity, and value added.
Main office location
Blue Aris
Spring TX, United States
Number of offices
1
Most active in
Blue Aris has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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