Bloomer Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,000,000
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$2,117,647
About
Bloomer Financial Planning provides comprehensive financial planning and investment consulting to individual investors, including retirement readiness, Social Security and Medicare guidance, tax-efficiency, insurance/risk analysis, education funding, and employee benefits consulting. The firm also offers investment execution and ongoing account administration alongside its planning services.
The firm uses a cloud-based financial planning platform to build individualized plans and provides quarterly plan updates and review meetings; investment recommendations favor diversified portfolios that combine passive index funds and active strategies where appropriate. Investment management is implemented on a non-discretionary basis, with trades executed only after client approval, and the firm reports that nearly all of its assets under management are handled non-discretionarily — a practice that is uncommon among independent peers.
Bloomer serves a small number of clients relative to its assets under management (approximately $36 million across roughly 17 clients), which results in a relatively high AUM per client and frequent, hands-on engagement. For managed accounts the firm generally requires custody with a single custodian and uses standing letters of authorization for transfers and fee debits, a structure that has regulatory implications for custody and client oversight.
Client services
Financial planning
Portfolio management
Expertise
Social Security optimization
Medicare planning
Cash flow / budgeting
Tax-loss harvesting
Retirement income strategy
Fee options
Flat fee model: $8,000 first year, $4,000 per year after for financial planning and investment strategy without management
$150 per hour for services outside the scope of regular financial planning and investment management
Account minimum: $1,000,000 Minimum fee: $8,000 per year in the first year, $4,000 per year thereafter Fee-only: Flat fee of $8,000 for the first year and $4,000 per year after that for financial planning and investment strategy without execution and management
Most active in
Bloomer Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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