Black Dog Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Project-Based Financial Planning Project-Based Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Monthly fee

$149⁠-⁠$449/mo

“For clients paying monthly, the fee is $149-$449 per month.”

Quarterly fee

$447⁠-⁠$1,347/qtr

“For clients paying quarterly, the fee is $447-$1,347 per quarter.”

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

How Black Dog Financial Planning LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Black Dog Financial Planning LLC’s fees compare

• Its hourly rate of $250 matches the South Carolina median of $250. 36% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Mount Pleasant that publish an hourly rate charge less.

About Black Dog Financial Planning LLC

• Principal: Michael Hakimi
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 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

1.35% a year

Clients

24

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$5,269,560

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307369

Website

blackdogfp.com (opens in new tab)

Phone

(843) 800-2385

Other planners in Mount Pleasant that publish fees

• Apollon Wealth Management, LLCMount Pleasant$5,000
• Baker Asset Management, LLCMount Pleasant$100/hr, $2,500
• Flip Flops and Pearls Financial PlanningMount Pleasant$500/hr, $2,000⁠-⁠$10,000
• Flowrate Financial, LLCMount Pleasant$250/hr, $4,000
• J. Benjamin Financial, LLCMount Pleasant$5,000⁠-⁠$30,000
• Kingsley FinancialMount Pleasant$500/hr, $3,600⁠-⁠$20,000/yr

Compare all 16 planners in Mount Pleasant