Black Card Circle fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Monthly fee adjustments for additional assets received into the account during a month or for partial withdrawals will also be provided on the above pro rata basis. 5 Financial Planning Fees for financial planning services are based on a rate of $350 per hour.”

Flat or project fee

$1,500⁠-⁠$50,000

“In certain cases, we may offer projects for a fixed fee, which are typically from $1,500 to $50,000, depending on the level, depth and complexity of service.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Black Card Circle bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In certain circumstances, fees may be negotiable.”
• “Black Card Circle, LLC fees are paid monthly in arrears, with payment due within 10 days from the date of the invoice.”
• “Fees for partial months at the commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the month.”

How Black Card Circle’s fees compare

• Its hourly rate of $350 is above the Nevada median of $300. 53% of the 64 other Nevada planners that publish an hourly rate charge less.
• 13 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$50,000 spans the Nevada median of $5,000. 98% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 25 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.

About Black Card Circle

• Firm size: 7 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

460

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$98,268,448

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290342

Website

blackcardcircleria.com (opens in new tab)

Phone

(818) 585-1295

Can advise clients in 2 states: California, Nevada

Other planners in Las Vegas that publish fees

• Adaptive Wealth EngineeringLas Vegas$500/hr
• Backbone Planning Partners LLCLas Vegas$500⁠-⁠$15,000, $5,000⁠-⁠$50,000/yr
• Bird Spring Financial LLCLas Vegas$350⁠-⁠$500/hr, $525⁠-⁠$7,500
• Buckley WealthLas Vegas$50,000, $50,000/yr
• Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
• Darby Wealth Planning LLCLas Vegas$250⁠-⁠$500/hr, $500⁠-⁠$25,000

Compare all 52 planners in Las Vegas