Black Diamond Advisory Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Black Diamond Advisory Partners serves individual investors, trusts, corporations and employer-sponsored retirement plans, delivering comprehensive portfolio management, standalone financial planning and retirement-plan consulting as well as portfolio monitoring. The firm manages client accounts on a discretionary basis and also offers hourly financial consultations and written financial plans.
Investment decisions are informed by a mix of analytical methods — including fundamental, technical, quantitative and sector analysis — and the firm uses asset-allocation approaches ranging from strategic to tactical and core-satellite, with the ability to employ options and both short- and long-term holdings. Portfolios are monitored and rebalanced regularly, with at least annual reviews and the firm’s standard custody recommendations to qualified custodians.
What distinguishes this firm from many similarly sized independent advisers is its ongoing work with pension and profit-sharing plans and delivery of retirement-plan consulting services, plus its advisors’ role as licensed insurance agents who may recommend insurance products (a disclosed potential conflict). The brochure also notes the firm previously sponsored a wrap-fee program that is no longer offered and discloses consent orders in 2022–2023 addressing state registration and leveraged/inverse ETF compliance.
Client services
Expertise
Fee options
$0+: up to 1.85% annually (Comprehensive Portfolio Management) $0+: up to 0.85% annually (Retirement Plan Consulting) $0+: up to 0.25% annually (Portfolio Monitoring)
Up to $350 per hour for Financial Planning & Consulting services
Fee-only: Hourly fees up to $350 per hour for Financial Planning & Consulting services
Main office
Chesterbrook PA
Advisors at this office
1
Most active in
Delaware · Pennsylvania · Texas
Also doing business as
Black Diamond Advisory Partners · Black Diamond Wealth Management · Black Diamond Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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”)