Great Blue Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,234,721
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
21% 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
28
TypicalAverage account size
$686,954
About
Great Blue Financial is a small, state‑registered investment advisory firm that provides financial planning and portfolio management to individual clients and to institutional clients such as employer retirement plan sponsors and charitable organizations. Its services include ongoing comprehensive and project‑based financial planning, retirement plan advisory and participant education, and discretionary investment management that may incorporate held‑away vehicles.
The firm’s investment approach combines modern portfolio theory with both passive and active strategies and employs strategic and tactical asset allocation tailored to clients’ time horizons and risk tolerances. Analysis methods include fundamental, technical, charting and cyclical techniques, and the adviser may integrate annuities, 529 plans and ETFs/mutual funds into client portfolios while aggregating trades across accounts when appropriate.
What is distinctive about the firm is its mix of services uncommon for similarly sized independent advisers: it provides pension consulting and ongoing retirement‑plan advisory to employer plans and accepts charitable organization clients, and it includes certain held‑away annuity products in its asset calculations. The firm’s leadership holds CFP® certification and emphasizes ongoing, customizable planning engagements alongside its investment management offerings.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Wealth management
Annuities
Fee options
$499 upfront fee for comprehensive financial planning onboarding; $200 per month ongoing fee for combined ongoing financial planning and investment management services for accounts under $250,000; $499 fixed fee for project-based financial planning (negotiable)
$0 - $250,000: 1.00% annually (flat fee, paid quarterly in arrears) $250,000 - $5,000,000: 1.00% annually (flat fee, paid quarterly in arrears)
Main office location
Great Blue Financial
Tampa FL, United States
Number of offices
1
Most active in
Great Blue Financial has reported serving >5 clients in these states in the last 12 months.
Florida
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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