Blackhorn Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management and financial planning primarily for individuals (including high‑net‑worth clients) and small businesses, delivering services on discretionary and non‑discretionary bases. It also advises on retirement account arrangements and may recommend third‑party investment managers, model portfolios, or self‑directed brokerage account options for employer‑sponsored plans.
The firm’s investment approach emphasizes long‑term, diversified portfolios grounded in modern portfolio theory and typically uses mutual funds and exchange‑traded funds, including systematic or rules‑based strategies, with periodic rebalancing and at‑least‑monthly portfolio reviews. Where appropriate, implementation can be through third‑party managers or model portfolios; the brochure discloses the firm may, in some arrangements, receive an agreed portion of advisory fees from those managers and describes procedures to address that conflict.
Notable features in the disclosure include that the firm, newly registered in the most recent cycle, reports no assets under management or active clients as of the filing, reflecting an early operating stage. The firm’s principal also maintains licensed insurance activities and separate property‑management businesses, which are disclosed as potential sources of compensation and are managed under the firm’s conflict‑of‑interest and client‑choice policies.
Client services
Expertise
Fee options
Financial Planning Services fees typically ranging from $300 to $2,000 annually, based on complexity, paid annually or monthly in advance.
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Main office
7800 Discovery Dr., Ste 300
Middleton WI 53562
Advisors at this office
1
Most active in
Illinois · Texas · Wisconsin
Also doing business as
Blackhorn Partners · Blackhorn Partners Private 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")