Blackbird Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$507,000
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$507,000
About
BlackBird Financial Planning is a fee-only, state-registered advisory firm operated by a single advisor that provides financial planning and investment management to individual clients and families. The firm offers a range of engagement options — retainer/subscription, hourly, project-based, and AUM — and states it does not require minimums to engage services.
The firm favors a long-term, globally diversified approach with a primary emphasis on passive investing using index mutual funds and ETFs, while allowing for active funds when needed and constructing client-specific investment policy statements. BlackBird recently launched discretionary asset management (the brochure reports roughly $406,915 discretionary and $100,085 non-discretionary AUM) and uses Altruist’s Model Marketplace/TAMP to implement model portfolios and custody client assets.
Distinctive features include a separate financial coaching offering operated under the same LLC and the provision of educational materials and webinars as part of ongoing client service — services the brochure highlights and that are less common among independent solo firms. The brochure also shows the firm operates at a very small scale (one client and about $507,000 in AUM) and uses atypical operational elements such as third-party payment processors (Venmo, Stripe, Wave) and a one-time onboarding fee for planning clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Project-based fixed fees ranging from $495 to $6,495 depending on complexity; negotiable
$0 - $300,000.99: 0.75% annually (standard advisory fee) / 0.65% annually (ongoing planning & investment management fee) $300,001.00 - $800,000.99: 0.65% annually (standard advisory fee) / 0.58% annually (ongoing planning & investment management fee) $800,001.00 - $1,500,000.99: 0.55% annually (standard advisory fee) / 0.52% annually (ongoing planning & investment management fee) $1,500,001.00 - And Above: 0.45% annually (both standard advisory fee and ongoing planning & investment management fee)
$250 per hour billed in 15-minute increments; negotiable
Ongoing financial planning fee ranges from $198 to $750 per quarter or $396 to $1,500 semi-annually; includes a one-time non-refundable onboarding fee of $250
Fee-only: Fee-Only financial planning services including hourly, fixed/project based, and AUM fees; fees are negotiable.
Main office location
Blackbird Financial Planning
Durango CO, United States
Number of offices
1
Most active in
Blackbird Financial Planning has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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