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 is a small, independent advisory firm that works primarily with individual investors, personal trusts and estates to provide financial planning and portfolio management. The firm delivers goal‑based financial planning (using InvestCloud software to model scenarios) and recommends ETFs, mutual funds and, occasionally, individual stocks and bonds as part of portfolio construction. The firm follows a long‑term investment approach that blends fundamental and technical analysis, discourages frequent trading, and conducts periodic reviews and rebalancing discussions with clients. Fees for planning and management are billed hourly (with semi‑annual or annual invoices) rather than as a percentage of assets, the firm does not accept custody of client assets, and it seeks client approval before trading when operating under limited authority. Compared with peers, the firm discloses past regulatory events — an administrative fine related to early registration and a public censure of the principal by the CFP Board — while noting the principal remains a CFP professional in good standing. Other atypical features include a refusal to participate in wrap fee or soft‑dollar programs, no performance‑based fees or commissions, and a billing practice that invoices only for hours worked with fees never deducted directly from client accounts.

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.