Blue Water Financial Investor Coaching, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,188,000
Total clients
170
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
170
Average account size
$383,459
About
Blue Water Financial Investor Coaching, LLC is an independent, single-advisor registered investment adviser that serves individuals, high-net-worth individuals, and corporations or business entities. The firm provides investment advisory services by referring clients to third-party managers (notably Matson Money) for portfolio implementation and also offers virtual and in-person educational workshops at no cost.
The firm’s stated investment framework references modern portfolio theory and a long-term trading orientation, with advice generally focused on mutual fund allocations through the Matson Fund Platform. Blue Water Financial does not place trades or exercise discretionary authority; instead it provides allocation guidance and ongoing oversight while Matson Money maintains discretionary trading authority and the firm reports its assets as entirely non-discretionary (about $65.2 million across roughly 170 clients).
Notable distinctions include that the firm’s principal is a licensed insurance agent and the adviser discloses fee-sharing arrangements with third-party managers, which the brochure identifies as potential conflicts of interest and requires advance disclosure to clients. The brochure also discloses a prior regulatory settlement resolving unregistered advisory activity in Pennsylvania (2016–2018), and the firm highlights its role as a co-advisor/referral source rather than a discretionary manager.
Client services
Expertise
Fee options
Up to 0.99% quarterly in advance (negotiable)
Main office location
Blue Water Financial Investor Coaching, LLC
400 S Greenwood Ave, 3 Rd Fl Ste 300
Easton PA 18045, United States
Number of offices
1
Most active in
Delaware · Florida · Maryland · New Jersey · New York · Pennsylvania · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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