Advisor at Black Diamond Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Black Diamond Financial, LLC
Location
Lutherville, MD 21093
Credentials
CFA®
Industry experience
12 years
Jordan Fisher is a CFA® charterholder with 12 years of industry experience. He has worked at Black Diamond Financial, LLC since 2026 and previously held roles at Axia Wealth Management Inc and DRW Securities, LLC. Between 2022 and 2024, he was involved with TheSpreadSite.com. Black Diamond Financial, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services. The firm’s investment approach focuses on asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.
Based on Black Diamond Financial, LLC
Based on Black Diamond Financial, LLC
Negotiated fixed fees for comprehensive financial plans
Up to 0.85% per annum on assets with tiered decreasing rates as assets increase
$300 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $3,000 annually or 3%, whichever is less; may be negotiable Fee-only: Fee-only registered investment adviser; fees are advisory fees without commissions
2330 West Joppa Road, Suite 320
Lutherville, MD 21093
Arizona · California · Maryland · Oregon · Texas · Washington
Black Diamond Financial, LLC
2026 - Present (1 year)
Axia Wealth Management Inc
2024 - 2026 (2 years)
TheSpreadSite.com
2022 - 2024 (2 years)
DRW Securities, LLC
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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