Blade Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blade Financial, LLC provides financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities, offering both discretionary and non‑discretionary management as well as standalone financial planning and consultation services. The firm also facilitates implementation by recommending or coordinating with outside professionals and third‑party managers when appropriate.
The firm’s investment process begins with client interviews and investor profiling and emphasizes asset allocation as a core principle, supplemented by both fundamental and technical (charting) analysis and market‑timing services where appropriate. Recommendations are typically documented in an Investment Policy Statement, and the firm implements both long‑ and short‑term strategies with periodic monitoring and rebalancing.
Distinctive aspects of Blade Financial include a documented program for selecting and monitoring third‑party advisers — with reviews of fees, performance, reporting capabilities, and ongoing oversight — and the availability of hourly and flat‑fee engagements as alternatives to asset‑based billing. The firm reported no assets under management as of December 4, 2024, and its principal had a prior criminal charge that was later dismissed, facts that may be relevant to prospective clients’ due diligence.
Client services
Expertise
Fee options
Comprehensive Financial Plan: $1,000 to $2,500; Plan Projection from $500; Discovery Phase/setup: $550 one-time; negotiated flat fees for some services.
$0 - $1,000,000: 1.00% $1,000,000+: 0.50% Robo+: 0.25%
Standard hourly rate of $275/hour
Ongoing Monitoring Fee: $200 per month; Initial Assessment Fee: $275 one-time
Fee-only: Fixed fees ranging from $500 to $2,500 for financial planning; $275/hour for hourly services; $550 one-time discovery/setup fee; negotiated flat fees possible.
Main office
12706 Bruce B Downs Blvd, Apt 512
Tampa FL 33612
Advisors at this office
1
Most active in
Florida
Also doing business as
Blade Financial · Blade Financial, 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
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