Blue Jay Financial Group, LLC logo

Blue Jay Financial Group, LLC

Updated today

Total assets under management

$113,455,676

Total clients

283

8% high-net worth

Total advisors

3

of 9 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

94

Average account size

$400,903

About

Blue Jay Financial Group advises individual clients (including high‑net‑worth and non‑HNW households) and employer‑sponsored retirement plans, offering discretionary investment management, comprehensive financial planning, consulting, and personal tax return preparation. The firm reports roughly $113 million in assets under management across about 283 client relationships and operates with three advisors.

Investment management emphasizes allocations to mutual funds and ETFs, with monthly due diligence and discretionary rebalancing as needed and a minimum quarterly portfolio review; financial planning services incorporate Monte Carlo testing, cash‑flow‑oriented plans, and behavioral coaching. For retirement plans the firm can act as either an ERISA 3(21) adviser or a fully discretionary 3(38) investment manager and provides participant education and enrollment support.

Noteworthy differences from many peers include operating a wrap fee program as sponsor and disclosing recent operational changes in its Summary of Material Changes, including a transition from SEC to state registration and the addition of SEI as an administrative/custodial option alongside Charles Schwab. The brochure also highlights ancillary offerings and infrastructure—such as personal tax return services and use of Advyzon for reporting—which indicate a broader administrative and service setup than is typical for firms of this size.

Client services

Financial planning Portfolio management Pension consulting Consulting

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fees range from $250 to $15,000; Consulting fees range from $250 to $50,000

Percentage

up to 2.00% annually

Project-based

$250 per hour (used for financial planning and consulting services when billed hourly)

Main office location

Blue Jay Financial Group, LLC

509 Fourth Street

Defiance OH 43512, United States

Number of offices

1

Most active in

Florida · Indiana · Michigan · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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