BLACK FINANCIAL PLANNING, LLC

Overview

Black Financial Planning, LLC operates as a small, planning-focused advisory firm organized as a limited liability company. The firm’s registered activities center on financial planning services, running educational seminars or workshops, and selecting other advisers on behalf of clients. Its fee structure includes hourly charges and other non-AUM fees, which aligns with a consultancy-style model rather than a traditional asset-gathering RIA. The firm is identified as a capital allocator, indicating it places client assets with external managers rather than managing large proprietary strategies in-house. It does not position itself as an ESG investor, and it is not designated a multi-state adviser. An industry affiliation with an insurance company suggests the firm may coordinate or refer insurance solutions as part of broader planning work.

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Investments & Alternatives

Location & Offices