BLACKBIRD FINANCIAL PLANNING

Overview

Blackbird Financial Planning is a small, owner-operated wealth advisory firm that concentrates on financial planning and portfolio management for individuals and small businesses. The firm describes itself as a capital allocator and combines advisory work with educational workshops and selection of third-party advisers. Its fee model is flexible, including percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and the firm is also registered to engage in sales of other financial products. Investment activity tilts toward publicly traded equities as the core exposure, with the firm favoring exchange-traded vehicles for most client assets. Blackbird also allocates client capital to external managers for real estate exposure and uses mutual funds as supplemental holdings. The firm does not report active ESG investing and operates at a single-state scale rather than as a multi-state adviser.

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Location & Offices