Blade Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Active portfolio management
Real estate investing
Options & derivatives strategies
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 location
Blade Financial
12706 Bruce B Downs Blvd, Apt 512
Tampa FL 33612, United States
Number of offices
1
Most active in
Blade Financial has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")