Blue Marlin Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$400⁠-⁠$500

“You have the right to decline our recommendation or use of a particular outside manager and may terminate your investment agreement with us in accordance with the terms set forth in the agreement. 6 Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $400 to $500, based on client…”

Monthly fee

$200⁠-⁠$350/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Marlin Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees = Flat Fee + AUM Fee (Billable Amount X Annual Rate (.01) X Billed Quarterly (.25)).”
• “The annual fees are negotiable, pro-rated, and paid in arrears on a quarterly basis.”
• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”

How Blue Marlin Advisors, LLC’s fees compare

• Its flat or project fee of $400-$500 is below the Florida median of $4,900. 1% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 6 other planners in West Palm Beach that publish a flat or project fee charge less.

About Blue Marlin Advisors, LLC

• Firm size: 2 employees.
• Founded: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

19

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$5,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305906

Website

bluemarlinadvisor.com (opens in new tab)

Phone

(407) 498-5778

Can advise clients in 3 states: Alabama, California, Florida

Other planners in West Palm Beach that publish fees

• Agnello Financial Group, Inc.West Palm Beach$250/hr
• Anchor Wealth Management Group LLCWest Palm Beach$450/hr, $3,500
• Blue Ocean CapitalWest Palm Beach$100⁠-⁠$300/hr
• Capital Asset Management Group, Inc.West Palm Beach$300/hr
• FacetWest Palm Beach$2,600⁠-⁠$10,000/yr
• Ibex Wealth Advisors, LLCWest Palm Beach$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000

Compare all 21 planners in West Palm Beach