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Kenneth E Nuttall

Advisor at Blackdiamond Wealth Management, LLC — Fenwick Island, DE

Updated today

Credentials

CFP®, Series 63

Experience

8 years

Location

Fenwick Island, DE

Blackdiamond Wealth Management, LLC logo

Blackdiamond Wealth Management, LLC

Team

Total advisors

7

Across 2 offices

Clients per advisor

53 Typical

Avg AUM per client

$1,090,964 Typical

HNW client ratio

26% Typical

About

Kenneth Nuttall is a CFP® professional with eight years of industry experience, currently serving as an advisor at BlackDiamond Wealth Management, LLC since 2018. Prior to joining BlackDiamond, he worked at Acorn Financial for two years. In addition to his advisory role, he spends part of his time engaged in insurance sales. BlackDiamond Wealth Management is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services, with a generally long-term, diversified investment approach.

Client services

Based on Blackdiamond Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Blackdiamond Wealth Management, LLC

Income planning Retirement income strategy Wealth management

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Fee options

Percentage

$0+: up to 1.25% annually (negotiable, based on services and asset level) $0+: up to 1.00% annually for retirement plan advisory services (negotiable)

Commissions

Certain advisory persons receive commissions for securities and insurance sales separately through affiliated broker-dealer and insurance entities.

Subscriptions

Financial planning ongoing retainer: $50/month plus $2,400 annually; total $3,000 or 0.10% of net worth (whichever is higher); retainer waived at $2,500,000 investable assets

Location

See office

Fenwick Island, DE

Fenwick Island DE

Advisors at this office

1

Most active in

Delaware

Work history

8 years of industry experience

BlackDiamond Wealth Management, Inc.

2018 - Present • 8 years

Fenwick Island, DE

Acorn Financial

2016 - 2018 • 2 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nicholas S

CFP®, CFA®, Series 66

Millville, DE

Breakwater Wealth Management

Nicholas Shevland is a CFP® and CFA® credentialed advisor with 13 years of industry experience. He is the principal at Breakwater Wealth Management, an independent firm he joined in 2022 after working at DT Investment Partners, Janney Montgomery Scott, and Morgan Stanley. He is also licensed as an insurance agent, recommending insurance products in Millville, DE. Breakwater Wealth Management serves individual and high-net-worth clients by providing wealth management that integrates financial planning with discretionary and non-discretionary portfolio management. The firm emphasizes customized asset allocation primarily through exchange-traded funds and sponsors its own wrap fee program, managing nearly $40 million in client assets.

General retirement planning Wealth management Passive / index investing
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Christopher F

Series 66

Berlin, MD

Summit Wealth Management

Christopher Furno is a financial advisor at Summit Wealth Management in Berlin, MD, holding a Series 66 credential and with seven years of industry experience. His prior roles include positions at Cambridge Investment Research and Kovack Securities. He is also an independent insurance agent offering life insurance and annuity products. Summit Wealth Management provides financial planning, portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while serving individual and small-business clients. The firm employs a Core+Satellite investment approach and offers modular financial plans, educational workshops, and due diligence on external managers.

General retirement planning Income planning College savings (529s, UTMA, etc.) Long-term care insurance Active portfolio management Self-Employed
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Michael L

Series 63, Series 66

Bethany Beach, DE

Loftus Wealth Strategies

Michael Loftus is the principal of Loftus Wealth Strategies, an independent advisory firm, with 26 years of experience in the financial services industry. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research and United Planners' Financial Services of America. Outside of advising, he owns Loftus Coaching & Consulting, which provides consulting and marketing services to other financial advisors. Loftus Wealth Strategies is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies, providing discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Active portfolio management Passive / index investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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Glen H

Series 63, Series 65

Millsboro, DE

Harding's Wealth Managers, Inc.

Glen Harding is the sole advisor at Harding's Wealth Managers, Inc. in Millsboro, DE, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2006. Harding is also active as an independent insurance agent, selling fixed and indexed annuities as well as various life and long-term care insurance products. Harding’s Wealth Managers, Inc. offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary asset management, constructing custom portfolios using mutual funds, ETFs, and other exchange-traded products, with ongoing account monitoring and formal reviews at least semiannually.

General retirement planning General tax planning Cash flow / budgeting
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Benjamin W

Series 63, Series 65

Ocean View, DE

D/W Financial Consultants LLC

Benjamin White is the sole advisor at D/W Financial Consultants LLC in Ocean View, Delaware, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has led the firm since 2009. D/W Financial Consultants provides financial and retirement consulting mainly to plans, plan sponsors, and institutional clients, offering plan-level advice, fund selection assistance, participant education, and customized financial planning through a process of discovery, written recommendations, and periodic reviews. The firm typically recommends diversified portfolios by asset class and does not provide discretionary portfolio management or custody of assets.

General retirement planning Retirement income strategy
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Michael F

Series 66

Berlin, MD

Farley Financial

Michael Farley is a financial advisor at Farley Financial in Berlin, MD, holding a Series 66 designation with 23 years of industry experience. He has been with Q1 Advisors, Inc. since 2007. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on non–high-net-worth clients. The firm employs a disciplined four-step process to create individualized asset-allocation strategies, predominantly recommending exchange-traded funds and mutual funds while avoiding market timing.

Wealth management
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