# Blue Otter Financial Planning

> Blue Otter Financial Planning is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 7, 2026.

- CRD: 340974
- Filed as: BLUE OTTER FINANCIAL PLANNING
- Legal name: Blue Otter Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: September 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340974
- AdvisorCensus page: https://advisorcensus.com/firm/blue-otter-financial-planning-340974

## Quick answers

**How is Blue Otter Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Otter Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Blue Otter Financial Planning registered with the SEC or a state?**
Blue Otter Financial Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340974.

**Does Blue Otter Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340974

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueotterfinancialplanning.com
- Instagram @blueotterfinancialplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Otter Financial Planning (CRD 340974): Form ADV filing data as of October 2026.