Blue Barn Wealth
- Company typePrivate
- Founded1994
- HeadquartersOrem, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Blue Barn Wealth firmographics
Firmographics- Name
- Blue Barn Wealth
- Legal name
- Financial Planning Office, LLC
- Website
- https://bluebarnwealth.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Blue Barn Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Affluent / Mass-Affluent Private Banking (FSABADAC), High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
Keywords
Where Blue Barn Wealth is headquartered
LocationHeadquarters
- HQ city
- Orem
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Blue Barn Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset-Based Advisory Fees: Blue Barn Wealth operates as a fee-only fiduciary receiving compensation solely from asset-based advisory fees for advisory services. However, advisory services are provided through Savvy Advisors, which receives additional forms of compensation, making it fee-based under CFP Board guidelines.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Two-tier approach based on investable assets: under $300k and over $300k |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Blue Barn Wealth product offering
Product offeringCore offering
Blue Barn Wealth is a fee-only fiduciary wealth management firm that provides comprehensive financial planning and discretionary investment management services to individuals and families. Its core offering combines holistic financial planning across twelve service areas (tax, retirement, estate, charitable giving, risk, education, cash flow, Social Security/Medicare) with investment management delivered through Institutional Intelligent Portfolios on the Schwab platform. Advisory services are provided through Savvy Advisors, Inc., with Blue Barn Wealth operating as the marketing brand.
Product overview
Blue Barn Wealth is a fee-only fiduciary wealth management firm offering comprehensive financial planning and investment advisory services. The core offering consists of Financial Planning and Investment Management, supported by eleven specialized service modules: Discovery Experience, Real Wealth Score, Tax Planning, Retirement Planning, Social Security & Medicare, Estate & Legacy Planning, Effective Charitable Giving, Risk & Insurance Review, Education Planning, and Cash Flow Management. Investment management is delivered through Institutional Intelligent Portfolios, an automated investment service made available through a partnership with Schwab. The firm also produces educational content through the 'Your Path to Real Wealth' podcast.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service that helps clients define and achieve financial goals through detailed analysis of their complete financial picture. Target customers are individuals and families seeking integrated planning advice.
- Investment Management Discretionary investment management service using Institutional Intelligent Portfolios to construct and manage diversified portfolios aligned with client risk tolerance and objectives. Target customers are individuals and families seeking professionally managed, automated portfolio solutions.
- Tax Planning Tax-savings strategies service including tax-loss harvesting and Roth IRA conversions to minimize tax burden and optimize after-tax returns. Target customers are individuals and families with taxable investment accounts.
- Retirement Planning Retirement projection service helping clients plan for retirement income needs, distribution strategies, and withdrawal sequencing. Target customers are individuals and couples approaching or in retirement.
- Social Security & Medicare Services Advisory service to help clients optimize Social Security claiming strategies and understand Medicare coverage options. Target customers are pre-retirees and retirees navigating benefit decisions.
- Estate & Legacy Planning Service to help clients structure their estates, create legacy plans, and ensure wealth transfer according to their wishes. Target customers are high net worth individuals and families with estate transfer goals.
- Effective Charitable Giving Philanthropic strategy service including donor-advised funds and charitable remainder trusts to maximize the impact of charitable giving. Target customers are high net worth individuals and families with philanthropic goals.
- Risk & Insurance Review Review of insurance coverage and risk management strategies to ensure clients have appropriate protection. Target customers are individuals and families seeking to assess and address insurance gaps.
- Education Planning Planning service for education expenses including 529 plan strategies and savings approaches for college and other educational goals. Target customers are families saving for education costs.
- Cash Flow Management Cash flow and debt management service to help clients optimize income, expenses, and debt payoff strategies. Target customers are individuals and families seeking to improve household budgeting.
- Discovery Experience Initial engagement service to understand client goals, values, and financial situation before developing a comprehensive plan. Target customers are prospective clients beginning an advisory relationship.
- Real Wealth Score Proprietary assessment service providing clients with a comprehensive evaluation of their wealth across multiple dimensions beyond investment returns. Target customers are prospective and current clients seeking a holistic view of financial well-being.
Companies that use Blue Barn Wealth
Customer profileSegments3 records
Ideal customer profiles3 records
Blue Barn Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Blue Barn Wealth partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- TownSquare CapitalminorInvestment partner that co-hosted webinar with Blue Barn Wealth on Investor Psychology and Impact of Elections on Financial Markets. Kurt Brown, CIO and Managing Director at TownSquare Capital, presented alongside Blue Barn Wealth advisors.
- Swinyer-Woseth DermatologyminorDr. Angela Brimhall from Swinyer-Woseth Dermatology participated as a speaker in Blue Barn Wealth's COVID-19 webinar to provide healthcare perspective on the pandemic.
- Savvy Advisors, Inc.coreSavvy Advisors is a registered investment advisor with the SEC. Blue Barn Wealth financial professionals are investment adviser representatives with Savvy Advisors. All advisory services are offered through Savvy Advisors. Blue Barn Wealth operates as a marketing name only and is not separately registered as an RIA.
- Schwab (Institutional Intelligent Portfolios)coreInstitutional Intelligent Portfolios is an automated investment management service made available exclusively through Blue Barn Wealth. The service is facilitated via Schwab platform.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Blue Barn Wealth competitors and assessment
Company assessmentDirect peers
- Buckingham Strategic Wealth: Fee-only fiduciary RIA providing financial planning, investment management, and tax services to HNW households nationally — directly comparable business model and value proposition to Blue Barn Wealth.
- Moneta Group: Large fee-only RIA serving HNW and UHNW individuals and families with comprehensive financial planning, investment management, and tax services — same core offering and client segment as Blue Barn Wealth but at materially greater scale.
- Facet Wealth: Digital-first fee-only financial planning and investment management firm targeting HNW households with a virtual advisory model — same client segment and fee-only philosophy as Blue Barn Wealth but delivered digitally rather than locally.
Broad incumbents
- Mercer Advisors: National RIA providing wealth management, financial planning, tax, and estate services primarily to HNW individuals and families — comparable integrated offering to Blue Barn Wealth.
- Creative Planning: One of the largest independent fee-only RIAs in the U.S., offering comprehensive wealth management, tax, estate, and financial planning to HNW clients — same service mix as Blue Barn but at vastly greater scale.
- Goldman Sachs Personal Financial Management: Large wealth management division offering financial planning, investment management, and banking to HNW households; competes with Blue Barn in the HNW segment as a scaled incumbent.
- Carson Group: Large RIA platform supporting hundreds of independent advisor firms with wealth management, financial planning, and business consulting — comparable in serving HNW clients and offering a partnership-style affiliation similar to Blue Barn's Savvy Advisors arrangement.
Emerging players
- Zoe Financial: Advisor-matching platform that connects HNW clients with vetted fee-only financial advisors, serving as a competitive acquisition channel and a peer in delivering HNW financial planning services.
- Domain Money: Tech-enabled wealth advisory serving HNW clients with financial planning and investment management on a subscription/fee basis — overlapping client segment and integrated planning approach with Blue Barn Wealth.
- Savvy Advisors: SEC-registered RIA that Blue Barn Wealth now operates under. Savvy provides the compliance and advisory wrapper to multiple wealth advisor brands, making it a direct partner and functional peer in delivering fee-only HNW advisory services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Blue Barn Wealth social profiles
Digital presenceBlue Barn Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Blue Barn Wealth leadership team
Management profileNumber of profiles
Profiles4 records
Blue Barn Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Blue Barn Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Blue Barn Wealth
What does Blue Barn Wealth do?
Blue Barn Wealth is a fee-only fiduciary wealth management firm that provides comprehensive financial planning and discretionary investment management services to individuals and families. Its core offering combines holistic financial planning across twelve service areas (tax, retirement, estate, charitable giving, risk, education, cash flow, Social Security/Medicare) with investment management delivered through Institutional Intelligent Portfolios on the Schwab platform. Advisory services are provided through Savvy Advisors, Inc., with Blue Barn Wealth operating as the marketing brand.
Is Blue Barn Wealth a public or private company?
Blue Barn Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Blue Barn Wealth founded?
Blue Barn Wealth was founded in 1994. It employs 1 to 10 people.
Where is Blue Barn Wealth based?
Blue Barn Wealth is headquartered in Orem, United States, in the North America region.
How does Blue Barn Wealth make money?
One revenue line is on record: asset-Based Advisory Fees.
Who are Blue Barn Wealth's main competitors?
Direct peers on record are Buckingham Strategic Wealth, Moneta Group and Facet Wealth. Broad incumbents are Mercer Advisors, Creative Planning, Goldman Sachs Personal Financial Management and Carson Group. Emerging players are Zoe Financial, Domain Money and Savvy Advisors.
Does Blue Barn Wealth have an API?
No public API is recorded for Blue Barn Wealth.
What industry is Blue Barn Wealth in?
Blue Barn Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.