Firm
Blue Marlin Advisors
West Palm Beach, Florida
Fee-only
Blue Marlin Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 19 individual clients.
- Its average account is about $300,000 (assets it manages divided by its 19 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | West Palm Beach, Florida |
|---|---|
| Website | bluemarlinadvisor.com |
| [email protected] | |
| Phone | (407) 498-5778 |
Blue Marlin Advisors fees
Blue Marlin Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 19 |
| Accounts managed | 19 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 305906 |