Black Diamond Financial, LLC fees and pricing

Financial planner in Lutherville, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Black Diamond Financial, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Hourly fees will be assessed at a rate of $300 per hour, this fee will typically be charged for those Clients requiring assistance with their financial planning needs.”

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

“Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
“Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
“We plan to deduct fees when capital is called which could result in fees being deducted less frequently than every quarter or more than one quarter in advance.”

Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.

“Black Diamond Financial, LLC is a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth.”

From the firm's description of its advisory business in its Form ADV brochure.

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% a year
Clients: 335
Employees: 17
Works with: Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting
Assets managed: $1,370,212,598
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 145108
Website: blackdfinancial.com (opens in new tab)
Phone: (443) 841-7772

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.