B
BlueVine Advice
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,384,235
Clients
15
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
15
LowAverage account size
$358,949
About
BlueVine Advice works with individual investors, high‑net‑worth clients, employer plan sponsors, and businesses to provide tailored portfolio management, ongoing comprehensive financial planning, and employee benefit plan services. The firm also coordinates tax preparation and tax‑planning work through a third‑party accounting firm (XY Tax Solutions) and assists clients with administrative matters such as class action settlement filings.
The firm builds client‑specific investment policies and implements portfolios guided by Modern Portfolio Theory, employing passive index funds when appropriate while also using fundamental, technical, charting, and cyclical analysis as part of its investment toolkit. BlueVine conducts ongoing monitoring and annual plan reviews, manages accounts on a discretionary basis, and permits clients to impose reasonable investment restrictions.
Notably, BlueVine offers employee benefit plan services and pension consulting for plan sponsors, a service offering that is relatively uncommon among similar independent advisers. The firm manages roughly $5.4 million across a small number of client relationships and combines passive MPT-based portfolio construction with active technical/cyclical methods and outsourced tax preparation support, an operational mix that distinguishes it from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Tax preparation services
Expertise
General retirement planning
Income planning
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Fee options
Upfront charge of $500 for Comprehensive Financial Planning
$0 - $1,000,000: 1% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Ongoing Comprehensive Financial Planning monthly fees ranging from $25 to $1,000 per month
Fee-only: Ongoing Comprehensive Financial Planning: $25 - $1,000 per month plus $500 upfront fee
Main office location
BlueVine Advice
800 E. 101 St Terrace, Suite 350
Kansas City MO 64131, United States
Number of offices
1
Most active in
BlueVine Advice has reported serving >5 clients in these states in the last 12 months.
Missouri · 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:
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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.
-
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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