Black Diamond Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Black Diamond Financial Planning, LLC provides financial planning and portfolio management to individual investors, personal trusts, and estates, working with a very small client roster. The firm manages roughly $36 million across eight clients and uses InvestCloud software to model savings and investment scenarios as part of its planning process.
The firm follows a long-term, goals-based investment approach, recommending ETFs and mutual funds and, when appropriate, individual stocks or bonds, and employs both fundamental and technical analysis. Black Diamond bills for advisory work on an hourly basis rather than charging percentage-of-assets fees, does not accept custody of client assets, and does not receive commissions for recommended investments.
Noteworthy relative to many peers, the firm has disclosed past regulatory matters — an administrative fine for a late registration in 2019 and a CFP Board public censure in 2021 — and reports no current disciplinary actions, with the principal remaining a CFP professional in good standing. The practice’s small, advisor-led structure, avoidance of wrap programs, performance fees, soft-dollar arrangements and trade aggregation, and emphasis on individualized planning distinguish its operating model from larger AUM‑based firms.
Client services
Expertise
Fee options
$220 per hour
Fee-only: $220 per hour
Main office
Arlington MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)