Blk Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Glendale AZ
Advisors at this office
1
Most active in
Arizona
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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