Black Diamond Financial Planning

The firm's principals and leadership team are not publicly identified in accessible sources. No names of advisors or executives are available from the firm's website or regulatory filings as of the latest search. Potential clients would need to contact the firm directly for this information.

Black Diamond Financial Planning offers fee-only financial planning and investment management services. This typically includes retirement planning, estate planning, tax strategy, and portfolio management for individual clients. The exact scope of services is not detailed in public documents.

As a fee-only RIA, the firm likely charges a percentage of assets under management or a flat planning fee, but the specific fee schedule is not publicly disclosed. Fee-only firms avoid commissions or kickbacks from product sales. Clients should request a Form ADV for precise fee details.

There is no public evidence that Black Diamond Financial Planning operates as a family office. The firm is categorized as an RIA providing financial planning to individuals and families, which is distinct from a family office that typically manages concentrated wealth for a single or multi-family structure. Its exact client profile is not disclosed.

The firm does not publicly disclose any minimum asset threshold for clients. Most fee-only RIAs have minimums ranging from $100,000 to $1 million, but this is unconfirmed for Black Diamond. Prospective clients should inquire directly about any account minimums.