Steven Blum
Steven G. Blum and Associates · Swarthmore, Pennsylvania
Steven Blum 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.
Request an introduction to Steven →
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 4572091 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stevengblum.com |
| Profile |
How Steven'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).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven 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 Steven
Is Steven Blum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Steven G. Blum and Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Blum based?
Steven Blum is based in Swarthmore, Pennsylvania.
Is Steven Blum registered with the SEC?
Yes. Steven Blum is registered as an investment adviser representative in PA (CRD 4572091), 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 Steven Blum?
Through Steven'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.
See something wrong? Request a correction. Read our methodology.