Money Management Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and insurance.
Money Management Financial Services reports 331 clients. They include 261 individual clients, 68 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 93.9% ($272M across 670 accounts) are managed with discretion; $17.5M across 38 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 27% |
| High-net-worth individuals | 21% | 71% |
| Pension and profit-sharing plans | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 261 | $77.2M | 26.7% | $296K |
| High-net-worth individuals | 68 | $206M | 71.2% | $3.03M |
| Pension and profit-sharing plans | 2 | $6.1M | 2.1% | $3.05M |
| Total | 331 | $290M | 100% | $875K |
- Clients
- 261
- Regulatory AUM
- $77.2M
- AUM share
- 26.7%
- Avg. per client
- $296K
- Clients
- 68
- Regulatory AUM
- $206M
- AUM share
- 71.2%
- Avg. per client
- $3.03M
- Clients
- 2
- Regulatory AUM
- $6.1M
- AUM share
- 2.1%
- Avg. per client
- $3.05M
Total
- Clients
- 331
- Regulatory AUM
- $290M
- AUM share
- 100%
- Avg. per client
- $875K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Money Management Financial Services charges 0.10%–1.25% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of $500 to $5,000, or hourly at $200 to $400, negotiated with each client.
- Pension Consulting
- Asset-based pension consulting is up to 1.25% a year; fixed fees run $500 to $5,000 and hourly fees $200 to $400.
Theodore Suleski owns 50% to 75% of Money Management Financial Services. It has 4 employees, 3 of them in advisory roles.
Leadership
- Theodore SuleskiManaging Member
- Joseph ZielinskiMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Walter Joseph McCormac
- Theodore Michael Suleski
- Joseph Anthony Zielinski JR
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Money Management Financial Services LLC
Theodore Suleski
Control person · since January 2017
- Owns 50% to 75% of Money Management Financial Services LLC
Joseph Zielinski
Control person · since January 2017
Money Management Financial Services’ regulatory assets grew 1.6× from $179M (April 2021) to $290M (April 2026); clients rose from 297 to 331 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $290M | 331 | 4 | 1 |
| March 2025 | $259M | 324 | 4 | 1 |
| March 2024 | $232M | 328 | 4 | 1 |
| March 2023 | $208M | 312 | 4 | 1 |
| March 2022 | $240M | 314 | 4 | 1 |
| April 2021 | $179M | 297 | 4 | 1 |
Besides its headquarters, Money Management Financial Services has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 212 West Route 38, Suite 106, MoorestownHQ
Contact and registration details
- Legal name
- Money Management Financial Services LLC
- Headquarters
- 212 West Route 38, Suite 106, Moorestown, NJ 08057
- Website
- Not reported
- Phone
- 856-795-9998
- SEC file
- 801-112245
- Founded
- 2017
- Structure
- New Jersey LLC
- Fiscal year end
- December
Money Management Financial Services uses Charles Schwab ($284M) as custodian for its separately managed accounts. Money Management Financial Services has custody of $106M in client assets for 200 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $284M100%
At year end, Money Management Financial Services’ separately managed accounts were largely in funds (40%) and stocks (36%).
What the accounts hold
- Stocks36%
- Funds40%
- Bonds21%
- Cash3%
How many clients does Money Management Financial Services have?
Money Management Financial Services has 331 clients and manages $290 million for them, as of April 2026. They include 261 individual clients, 68 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does Money Management Financial Services offer?
Money Management Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Money Management Financial Services charge?
Money Management Financial Services charges 0.10%–1.25% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A- MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL, filed 26 March 2026
Which custodians does Money Management Financial Services use?
Money Management Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $284M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does Money Management Financial Services have?
Money Management Financial Services has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Money Management Financial Services invest in?
At the end of its last fiscal year, Money Management Financial Services’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 21% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Money Management Financial Services?
Money Management Financial Services’ direct owners are Theodore Suleski (50% to 75%) and Joseph Zielinski (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does Money Management Financial Services get paid?
Money Management Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Money Management Financial Services?
Money Management Financial Services’ main office is at 212 West Route 38, Suite 106, Moorestown, NJ 08057. Its phone number is 856-795-9998.