Black Financial Planning, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Farmington, Missouri
CRD number
312263
Fee structure
Hourly Charges, Other
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Black Financial Planning, LLC is organized as a limited liability company and is owned by an individual. The firm positions itself primarily as a financial planning practice rather than an asset-management-first RIA: its stated activities emphasize financial planning services, the selection of other advisers on behalf of clients, and delivering educational seminars or workshops. FINTRX flags the firm as a capital allocator, but the firm is not identified as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Fee arrangements include hourly charges and unspecified “other” fee types. The firm lists an industry affiliation with an insurance company, which may influence product access or distribution relationships. SEC registration year is not provided in the available data, and the firm is classified as “Unclassified” in FINTRX’s snapshot.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Collin Black

    Collin Black

    Chief Compliance OfficerCRD 7323140

Contacts

1 of 1
  • Richard Black

    Richard Black

    OwnerCRD 7323676

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Farmington, MO

Saint Francois

Location

Farmington, MO

Headquartered in Farmington, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Francois
Address
1 N Jackson St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth