Black Diamond Investment Group,inc. fees and pricing
Financial planner in Kalamazoo, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Black Diamond Investment Group,inc. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Other financial planning issues that may arise, such as investment consulting, income tax planning or retirement planning are subject to hourly rates of $150.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Black Diamond Investment Group,inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Adviser’s annual compensation for services shall be a percentage of each account value using the chart below, billed in quarterly or annual increments based on the discretion of Black Diamond Investment Group, Inc.”
- “Fees will be prorated in the event that assets were not in the Account on the first day of the calendar quarter.”
- “In the event of termination, any accrued advisory service fees which have not been billed will be payable immediately and no later than thirty (30) days after termination.”
How Black Diamond Investment Group,inc.’s fees compare
- Its hourly rate of $150 is below the Michigan median of $250. 6% of the 170 other Michigan planners that publish an hourly rate charge less.
- None of the 4 other planners in Kalamazoo that publish an hourly rate charge less.
About Black Diamond Investment Group,inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.4% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122917
- Phone
- (269) 383-6633
Other planners in Kalamazoo that publish fees
- Breakwater CapitalKalamazoo$100-$250/hr, $5,000/yr
- Clear Ridge Wealth Management, LLCKalamazoo$200-$500/hr, $1,500-$5,000
- CWS Financial Advisors LLCKalamazoo$250/hr, $250-$7,500
- Gasaway Investment Advisors, Inc.Kalamazoo$250/hr
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.