A complete list of active advisors currently associated with Blackbird Financial Planning

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

BlackBird Financial Planning is a fee-only, state-registered advisory firm operated by a single advisor that provides financial planning and investment management to individual clients and families. The firm offers a range of engagement options — retainer/subscription, hourly, project-based, and AUM — and states it does not require minimums to engage services. The firm favors a long-term, globally diversified approach with a primary emphasis on passive investing using index mutual funds and ETFs, while allowing for active funds when needed and constructing client-specific investment policy statements. BlackBird recently launched discretionary asset management (the brochure reports roughly $406,915 discretionary and $100,085 non-discretionary AUM) and uses Altruist’s Model Marketplace/TAMP to implement model portfolios and custody client assets. Distinctive features include a separate financial coaching offering operated under the same LLC and the provision of educational materials and webinars as part of ongoing client service — services the brochure highlights and that are less common among independent solo firms. The brochure also shows the firm operates at a very small scale (one client and about $507,000 in AUM) and uses atypical operational elements such as third-party payment processors (Venmo, Stripe, Wave) and a one-time onboarding fee for planning clients.

To learn more about the advisors currently working at Blackbird Financial Planning, 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.