Collin R Black
Advisor at Black Financial Planning, LLC — Farmington, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
5 years
Location
Farmington, MO 63640
Black Financial Planning, LLC
Independent
Total advisors
1Clients per advisor
125 Very HighAvg AUM per client
$0 Very LowHNW client ratio
0% LowCollin Black is the principal of Black Financial Planning, LLC in Farmington, MO, and holds a Series 65 credential with five years of industry experience. His background includes roles at Richard Black, CPA, PC, and involvement in a food truck business, The Noodle Nerd, where he is a part owner. Collin also operates as a sole proprietor providing insurance sales and servicing. Black Financial Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by offering tailored financial plans and consulting, referring clients to third-party money managers for investment implementation rather than managing assets directly. The firm’s process emphasizes documenting client goals, developing customized plans, and monitoring managers while handling client relationships on a case-by-case basis.
Based on Black Financial Planning, LLC
Based on Black Financial Planning, LLC
$0+: 2.15% $0+: 2.00% $0+: 1.85% $0+: 1.70% $0+: 1.50% $0+: 1.00%
Investment advisor representatives receive commissions on insurance products sold
$100 per hour for financial planning
Fee-only: $100 per hour for financial planning
Farmington, MO
1 N. Jackson St.
Farmington MO 63640
Advisors at this office
1
Missouri
5 years of industry experience
The Noodle Nerd, LLC
2023 - Present • 3 years
Farmington, MO
Black Financial Planning, LLC
2021 - Present • 5 years
Farmington, MO
Black Financial Planning, LLC
2019 - Present • 7 years
Farmington, MO
Richard Black, CPA, PC
2019 - 2021 • 2 years
Farmington, MO
Collin Black Sole-proprietor
2019 - Present • 7 years
Farmington, MO
The Legacy Ranch
2018 - 2019 • 1 year
Bonne Terre, MO
Victory Mountain Boys Ranch
2017 - 2018 • 1 year
Ironton, MO
Potosi Correctional Center
2016 - 2017 • 1 year
Mineral Point, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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