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Blackmore Financial Solutions

Updated today

Client assets under management

$25,789,537

Clients

171

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

86

High

Average account size

$150,816

About

Blackmore Financial Solutions provides wealth management and financial planning to individuals, families, and small businesses. The firm offers portfolio management, fee-based comprehensive planning, and hourly or flat-fee planning engagements, and it also brokers life, health, and disability insurance through an affiliated insurance brokerage to augment client strategies.

Investment advice is tailored using both fundamental valuation measures (P/E, P/B, Shiller P/E, ROE, free cash flow) and technical indicators (50- and 200-day moving averages), and recommended holdings commonly include ETFs and individual stocks. For well-qualified clients the firm offers actively managed short-term stock option strategies and uses derivatives in separately managed accounts, with such allocations generally limited to under 20% of investable assets and subject to suitability screening.

Compared with many peers, the firm combines advisory work with other financial product sales and may receive brokerage commissions for execution, and it maintains an association with the National Futures Association reflecting derivatives and futures market experience. It also offers atypical advisory services for a firm of its size, including business valuation and exit-planning consulting and financial planning support for collaborative divorce and mediation.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Stock option exercise strategy Disability insurance Divorce financial planning Business exit / sale strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

$999 per individual’s plan; $1,399 per couple’s plan

Percentage

$0 - $50,000: $49 per month (ongoing planning) $0 - $150,000: $79 per month (ongoing planning) $0 - $250,000: 1.4% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.0% $1,000,000+: 0.75%

Commissions

Commissions for brokerage execution are charged in addition to portfolio management fees

Project-based

$275 per hour

Subscriptions

$49 per month up to $50,000; $79 per month up to $150,000

Other

Account minimum: $150,000 Fee-only: Hourly: $275 per hour; Flat fee planning: $999 individual plan, $1,399 couple’s plan; Monthly planning: $49/month up to $50,000, $79/month up to $150,000

Main office location

Blackmore Financial Solutions

389 S. Ferguson Ave Ste. 204

Bozeman MT 59718, United States

Number of offices

1

Most active in

Minnesota · Montana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Brock S

Series 66

Bozeman, MT

Blackmore Financial Solutions

Brock Schimbeno is a financial advisor at Blackmore Financial Solutions in Bozeman, MT, holding a Series 66 designation with 10 years of industry experience. He has been with Blackmore Group, LLC since 2015. Outside of his advisory role, he owns and operates Blackmore Commodities, a brokerage focused on hedging strategies for agricultural producers. Blackmore Financial Solutions provides holistic wealth management and financial planning services to individuals, couples, and small businesses. The firm offers customized portfolios using fundamental and technical analysis and incorporates derivative strategies for qualified clients, while also serving a significant non-high-net-worth client base through flat-fee and hourly planning options.

Active portfolio management Stock option exercise strategy Disability insurance Divorce financial planning Business exit / sale strategy Founder/Business Owner
user avatar

Jenifer S

Series 63, Series 65

Bozeman, MT

Blackmore Financial Solutions

Jenifer Schimbeno is a financial advisor at Blackmore Financial Solutions with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Private Bank. Outside of her advisory role, she hosts the Beautifully Equipped podcast and serves on the board of directors for the Bozeman Area Community Foundation. Blackmore Financial Solutions provides holistic wealth management and financial planning to individuals, couples, and small businesses, offering customized portfolios and discretionary account management that includes fundamental and technical analysis. The firm serves a broad client base with services ranging from hourly planning to active management of stock options and commodity futures.

Active portfolio management Stock option exercise strategy Disability insurance Divorce financial planning Business exit / sale strategy Founder/Business Owner
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