Black Diamond Financial Planning, LLC fees
Financial planner in Arlington, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 9, 2026, Black Diamond Financial Planning, LLC (Arlington, MA) charges $220 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 9, 2026. Fees can change.
- Hourly rate
- $220/hr
Below the Massachusetts median of $300; 16% of the 131 other planners in Massachusetts that publish an hourly rate charge less. None of the 3 other planners in Arlington charge less.
“Fees for financial planning and portfolio management services will be billed at a rate of $220 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Black Diamond Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Black Diamond will provide an estimate to clients of the total hours expected to be billed annually.”
- “Black Diamond will not receive any additional compensation for work performed on behalf of clients other than from the fee for hours worked and billed.”
- “Black Diamond will not bill in advance for work it anticipates performing on a client’s behalf.”
About Black Diamond Financial Planning, LLC
- Founded: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Clients
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $36.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- CRD number
- 297041 (opens in new tab)
- Phone
- (617) 459-7075
Other planners in Arlington that publish fees
- Arlington Investment AdvisorsArlingtonHourly $195-$350/hr
- Hathaway AdvisoryArlingtonAnnual $4,000-$50,000/yr
- Neiman & Associates Financial Services, LLCArlingtonHourly $375/hr, Annual $5,000-$50,000/yr
- Stardust Wealth StrategiesArlingtonHourly $500/hr, Flat $2,000-$20,000
- Von Blucher Capital LLCArlingtonFlat $1,000-$5,000
More planners in Massachusetts that publish fees
- Sheltered Garden Financial Group LLCBoxboroughFlat $1,000-$50,000
- Quabbin AdvisorsAmherstHourly $175/hr, Flat $1,200-$3,000
- Wingate Wealth Advisors, Inc.LexingtonFlat $3,500-$10,000
- True North Wealth AdvisorsBostonHourly up to $500/hr, Flat up to $6,000
- Linnard Financial Management & Planning, Inc.BoxboroughHourly $250/hr
- TFC Financial Management IncBostonFlat $1,000-$10,000
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.