A complete list of active advisors currently associated with Blacktower Financial Management (US) LLC

Warmer can help you find a great advisor at Blacktower Financial Management (US) LLC or one who fits your needs even better.

Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates resident in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm’s offerings emphasize pension transfer work—facilitating transfers into Self‑Invested Personal Pensions (SIPPs) or Qualifying Recognised Overseas Pension Schemes (QROPS)—alongside ongoing portfolio management and standalone financial planning. BFM US manages client assets predominantly on a non-discretionary basis, with advisory representatives preparing investment allocations and presenting recommendations for client approval rather than exercising full discretion. Portfolios are built using exchange‑traded funds, mutual funds, individual equities and fixed income, and the firm uses third‑party managers and model portfolios while employing U.S. custodians such as Interactive Brokers and Charles Schwab for U.S. assets and life‑bond or platform providers for pension accounts. The firm’s profile is distinctive for its concentrated focus on UK pension transfers and the associated UK‑specific processes and costs—defined benefit transfers require an FCA suitability report and transfers commonly involve trustees, platform fees, and optional bond wrappers. Operating at a multi‑team scale (about $254 million in AUM and roughly 28 advisors), Blacktower also discloses related‑party relationships (including minority ownership connections to a discretionary manager), affiliated insurance and referral arrangements, and a compensation model in which independent advisory representatives negotiate fees and receive a portion of advisory revenue, all of which can influence implementation and fee variability.

To learn more about the advisors currently working at Blacktower Financial Management (US) 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.