A complete list of active advisors currently associated with Black Brook Financial Planning
Warmer can help you find a great advisor at Black Brook Financial Planning or one who fits your needs even better.
Black Brook Financial Planning is a small independent registered investment adviser that provides advisory and discretionary investment management and financial planning to individuals, trusts, charitable organizations and corporations. The firm's brochure reports it managed approximately $37.8 million in discretionary client assets as of December 31, 2025 and it typically works with clients saving for retirement or managing retirement income. The firm uses a conservative, long‑term, value‑oriented asset allocation approach tailored to each client's stated risk tolerance, employing mutual funds, ETFs, individual stocks, bond funds, municipal and corporate bonds, CDs and treasuries. It generally accepts discretionary authority after detailed client discussions, performs account reviews at least quarterly, and uses Charles Schwab for custody and research while drawing on third‑party market publications for analysis. What is distinctive relative to many peers is that the firm advises and provides portfolio management to charitable organizations and to corporate/institutional clients, and the principal maintains external financial roles (including CFO responsibilities and a treasurer role at a nonprofit) that have led to circumstances where the adviser may have custody when acting in an officer capacity. The firm does not accept commissions or performance‑based fees, does not aggregate trades due to low trading volume, and offers flexible billing arrangements (hourly, flat fee, or percentage of assets) while working with clients who may not meet a formal account minimum.
To learn more about the advisors currently working at Black Brook Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gorham, ME
| 18
|
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