Silas Peters
Blue Marlin Advisors · West Palm Beach, Florida
Silas Peters is a fee-only financial advisor at Blue Marlin Advisors in West Palm Beach, Florida. Silas charges an ongoing planning fee.
Request an introduction to Silas →
Who they serve
- Retirees
Facts
| Firm | Blue Marlin Advisors |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $5.7M across 19 accounts |
| SEC registration | Investment adviser representative in AL, CA, FL, TX · CRD 6105723 |
| Exams passed | Series 63 (2015) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bluemarlinadvisor.com |
| Profile |
How Silas's firm compares
- Blue Marlin Advisors's average account is about $300,000, from its Form ADV (assets managed divided by 19 accounts).
Request an introduction to Silas
Tell Silas a little about what you're looking for. Silas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Silas
Is Silas Peters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Silas holds no broker registration, and Blue Marlin Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Silas charge for financial advice?
Silas charges an ongoing planning fee.
Where is Silas Peters based?
Silas Peters is based in West Palm Beach, Florida.
Is Silas Peters registered with the SEC?
Yes. Silas Peters is registered as an investment adviser representative in AL, CA, FL and TX (CRD 6105723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Marlin Advisors manage?
Blue Marlin Advisors reports $5.7M across 19 accounts in assets under management.
How do I contact Silas Peters?
Through Silas's website, bluemarlinadvisor.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
- Blue Marlin Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.