Black Dog Financial Planning LLC

Overview

Black Dog Financial Planning LLC is a small, independent registered investment adviser operating as a limited liability company and organized around individual and family clients. The firm focuses on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers when appropriate. It charges a mix of fees — a percentage of assets under management, hourly fees and fixed fees — giving flexibility for both ongoing advisory relationships and project‑based planning work. Investment activity is skewed toward publicly traded equities. The firm functions as a capital allocator at the client level, constructing equity-heavy portfolios and using external managers or SMA wrappers when that approach better serves a client’s tax or customization needs. Black Dog does not report itself as an active ESG investor and it operates at a single‑state scale rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices