Black Financial Planning, LLC

RIAState 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 a Missouri-registered limited liability company operated by an individual owner that focuses on client-facing financial planning and advisor selection. Its advisory services emphasize comprehensive planning work, arranging access to external advisers, and delivering educational seminars and workshops. The firm bills clients on an hourly basis (and under other, unspecified fee arrangements) and identifies itself as a capital allocator, implying it coordinates outside money managers or investment solutions on behalf of clients. The firm reports an affiliation with an insurance company and does not position itself as an ESG-focused manager. It is a single-state practice rather than a multi-state adviser and is neither newly formed nor positioned as a pension consultant or related adviser.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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