Black Diamond Financial Planning, LLC

Overview

Black Diamond Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and offers fee-for-service financial planning along with portfolio management for individuals and small businesses. Its billing approach emphasizes hourly charges rather than AUM-based or performance fees. The firm does not position itself as a capital allocator; instead it implements client strategies using third-party products. It is not identified as an active ESG investor, is not multi-state in its adviser registration, and does not operate as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices