Black Dog Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Black Dog Wealth, LLC is a registered investment adviser that offers investment management, financial planning, and educational seminars and speaking engagements. Although organized to provide asset management, the firm’s most recent ADV filing reports zero assets under management and no client accounts at the time of the filing.
The firm describes an investment approach grounded in modern portfolio theory and passive management, typically implementing asset-class weighted portfolios using index funds and ETFs and exercising discretionary trading authority when engaged. Financial planning is offered on both ongoing and project-based bases and can address a wide range of topics—such as retirement, college funding, risk management, and premarital planning—with project work available either on an hourly basis or as fixed-scope engagements.
Notable differences from many peers in the investment-manager category include the formal inclusion of educational seminars and speaking engagements in its service menu and the stated willingness to charge hourly fees for project-based planning—both services that are uncommon among managers focused primarily on pooled or institutional assets. The firm is newly formed and, according to its brochure, its principal holds professional planning credentials (CFP®, ChFC®, AFC®), which may be of interest to prospective institutional or pooled-vehicle clients evaluating experience and service scope.
Client services
Expertise
Fee options
Financial Planning initial fee $1,000 to $6,000; ongoing fixed fees $300 to $10,000 monthly; Project-Based and Premarital Financial Planning fixed fees $1,000 to $10,000; Educational Seminars fees $0 to $10,000 per seminar.
$0 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
$300 per hour for Project-Based and Premarital Financial Planning.
Fee-only: Fee-only firm, no commissions received.
Main office
Manassas VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Black Dog Wealth · Black Dog Wealth, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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