Mary Bonfini
Steven G. Blum and Associates · Swarthmore, Pennsylvania
Mary Bonfini is a fee-only financial advisor at Steven G. Blum and Associates in Swarthmore, Pennsylvania. Steven G. Blum and Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Steven G. Blum and Associates |
|---|---|
| Based in | Swarthmore, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $180.2M across 401 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4770170 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stevengblum.com |
How Mary's firm compares
- Steven G. Blum and Associates's average account is about $449,000, from its Form ADV (assets managed divided by 401 accounts).
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Questions about Mary
Is Mary Bonfini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Steven G. Blum and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Steven G. Blum and Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mary Bonfini based?
Mary Bonfini is based in Swarthmore, Pennsylvania.
Is Mary Bonfini registered with the SEC?
Yes. Mary Bonfini is registered as an investment adviser representative in PA (CRD 4770170), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steven G. Blum and Associates manage?
Steven G. Blum and Associates reports $180.2M across 401 accounts in assets under management.
How do I contact Mary Bonfini?
Through Mary's website, www.stevengblum.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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