Blanck Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blanck Financial, LLC is a fee-only, registered investment adviser that provides portfolio management for individual clients and financial planning services to individuals and high‑net‑worth individuals. The firm currently reports no active registered advisors or assets under management but offers both ongoing and project‑based planning alongside discretionary management for individual accounts.
The firm’s investment approach emphasizes asset allocation and diversification, drawing on modern portfolio theory, fundamental analysis, and a mix of passive and active funds across stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents. Financial planning is offered on a fixed‑fee basis and is tailored to each client’s goals, risk tolerance, and constraints, with clients able to impose reasonable investment restrictions.
Noteworthy aspects include the combination of fixed‑fee financial planning and individual portfolio management at a newly formed firm with no active advisors, and an explicit choice not to act as a private fund adviser. Blanck Financial operates as fee‑only (no commissions or performance fees), requires use of a third‑party custodian platform, does not engage in wrap programs or block trading, and discloses that its principal maintains significant outside employment while serving the firm’s compliance and oversight functions.
Client services
Expertise
Fee options
Project-based financial planning fixed fee ranges from $1,500 to $6,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.60%
Project-based financial planning hourly rate: $250/hour (used for early termination fee calculation).
Ongoing financial planning monthly fixed fee ranges from $250 to $400.
Fee-only: Fee-only firm compensated solely by clients; no commissions received.
Main office
Rockwall TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Blanck Financial · Blanck 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.
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