A complete list of active advisors currently associated with Black Diamond Financial Planning, LLC
Warmer can help you find a great advisor at Black Diamond Financial Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Black Diamond Financial Planning, LLC, 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 |
|---|---|---|
Arlington, MA
| 7
|
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