Bluefin Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“The hourly fee for these services is between $200 and $400.”

Flat or project fee

$250⁠-⁠$25,000

“The fixed rate for these services will be between $250 and $25,000.”

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

How Bluefin Financial bills

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

• “Such fees are billed on a quarterly basis which is determined by the adviser and client.”
• “These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of BFF's fees within five business days of signing the Investment Advisory Contract.”

How Bluefin Financial’s fees compare

• Its hourly rate of $200-$400 spans the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$25,000 spans the New Jersey median of $5,000. 85% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Moorestown that publish a flat or project fee charge less.

About Bluefin Financial

• Firm size: 4 employees.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

329

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$289,591,779

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288375

Website

bluefinfinancial.com (opens in new tab)

Phone

(856) 795-9998

Can advise clients in 7 states: Florida, Louisiana, Maryland, New Jersey, Pennsylvania, South Carolina, Texas

Other planners in Moorestown that publish fees

• Purpose BuiltMoorestown$350/hr, $750⁠-⁠$2,000/mo
• Quaker Wealth Management LLCMoorestown$1,200⁠-⁠$10,000
• Viso Wealth Management LLCMoorestown$1,000⁠-⁠$10,000, $1,000⁠-⁠$10,000/qtr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000

Compare all 6 planners in Moorestown