BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
SEC RegisteredService You Deserve. Advice You Trust.
About the firm
Blakeslee & Blakeslee Financial Advisers is an independent investment firm that emphasizes building long-term, multi-generational client relationships by practicing strong ethical standards and high-quality personal services. They embrace their role as fiduciaries, putting clients' interests first while providing trusted advice. They build high-quality, low-cost investment portfolios tailored to each client's needs without proprietary products or commission-paying mutual funds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, estate planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans, life insurance, long-term care, disability and critical illness insurance, and health insurance/group health benefits.
Who they serve
Individuals and families, businesses, and nonprofits and foundations, including multi-generational client relationships.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 676 | $151M |
| High Net Worth Individuals | 121 | $232M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $36M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 0.90% |
| Over $1,000,000 | 0.70% |
| Over $2,000,000 | 0.60% |
| Over $5,000,000 | 0.40% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.