A complete list of active advisors currently associated with Black Financial Planning, LLC

Warmer can help you find a great advisor at Black Financial Planning, LLC or one who fits your needs even better.

Black Financial Planning, LLC provides financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm does not perform discretionary portfolio management itself; it prepares written financial plans and, when appropriate, refers clients to registered third‑party investment managers. Its planning process covers cash‑flow analysis, retirement and estate planning, tax reduction strategies, risk management, and long‑term investment guidelines tailored to each client’s objectives. When clients use outside managers, BFP acts as liaison, helps with onboarding and paperwork, and monitors manager performance and account activity on a periodic basis rather than trading or custodying assets directly. Distinctive aspects disclosed in the brochure include that the firm’s principals are licensed insurance agents who may sell insurance and receive commissions, and that BFP receives referral fees, fee sharing and incentive benefits from its primary third‑party manager (Gradient Investments), including production‑based marketing and technology support. The managing member also maintains an unrelated small business interest; these outside activities and potential conflicts are disclosed and subject to the firm’s stated mitigation procedures.

To learn more about the advisors currently working at Black 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.