Black Creek Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000

“The fixed fee for creating client financial plans is typically $2000.”

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

How Black Creek Wealth Management, LLC bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of BCWML's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally non-negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Black Creek Wealth Management, LLC’s fees compare

• Its flat or project fee of $2,000 is below the Florida median of $4,900. 22% of the 320 other Florida planners that publish a flat or project fee charge less.

About Black Creek Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

60

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$33,894,730

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312679

Website

blackcreekwm.com (opens in new tab)

Phone

(904) 240-2930

Other planners in Fleming Island that publish fees

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• Obsidian WisdomFleming Island$2,500⁠-⁠$7,500/yr
• Section Integrity Wealth ManagementFleming Island$250/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

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