Blk Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,400,000
Clients
2
0% high-net-worth
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
2
Very LowAverage account size
$2,700,000
About
BLK Financial Advisors, LLC is a solo, owner-operated registered investment adviser that primarily serves individuals, some high-net-worth clients, and trusts, offering financial planning (including written plans and hourly consultations) and discretionary portfolio management. As of the brochure date it reported managing about $5.4 million in client assets and does not act as a broker or accept commissions.
The firm applies a mix of technical, fundamental, and cyclical analysis to construct portfolios of stocks, bonds, mutual funds and ETFs, emphasizing a conservative, low‑turnover approach and weekly portfolio reviews. Services are tailored through client consultations and the adviser generally manages accounts on a discretionary basis while allowing clients to impose investment restrictions.
Compared with typical independent solo advisers, BLK reports an atypically broad client mix that includes institutional and organizational accounts (such as charitable organizations, corporate and pension clients, and certain governmental and financial‑institution accounts). The brochure also notes operational practices that differ from many peers: no participation in wrap programs, no use of soft‑dollar arrangements, reliance on custodian statements rather than producing firm-generated regular client reports, and a stated policy against voting client securities.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Fee options
Written financial plan fees from $200 to $2,000 depending on complexity
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000+: Negotiable
Up to $150/hour, negotiable
Fee-only: Written financial plan fees range from $200 to $2,000 depending on complexity. Hourly consulting fees up to $150/hour.
Main office location
Blk Financial Advisors, LLC
Glendale AZ, United States
Number of offices
1
Most active in
Blk Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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.
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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.
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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.
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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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