Blue Iguana Capital LLC

Blue Iguana Capital provides financial consulting to individual clients through topic-specific consultations that may cover retirement strategy, cash-flow analysis, tax reduction, risk management, and estate preservation. The firm’s brochure states it does not manage client assets, does not sponsor wrap-fee programs, and does not take custody of client funds.

The firm develops tailored plans based on client-stated objectives using analyses such as cash-flow modeling, investment planning, and tax and estate considerations, drawing on public sources like annual reports and SEC filings. Plans are typically delivered within 90 days contingent on timely client documentation, and clients are responsible for implementing recommendations since ongoing monitoring is not provided as a standard service.

Notably, the firm charges fixed consulting fees (up to $5,000) rather than the percentage-of-assets-under-management fee common among investment managers, and it may bill 50% in advance or upon completion. The principal is a Certified Public Accountant who maintains a separate, largely full-time accounting role outside the advisory business, and the firm was founded in 2025 and began offering advisory services in 2026, which distinguishes its capacity and operating model from more established investment managers.