Blackdiamond Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$50/mo

“The retainer services are charged $2,400 annually with a retainer fee of $50 per month.”

Annual fee

$2,400/yr

From the same sentence as above.

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

How Blackdiamond Wealth Management, LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable depending on the size and complexity of the Plan.”
• “The annual fee is charged monthly, in arrears, based upon the average daily market value or assets under management.”

How Blackdiamond Wealth Management, LLC’s fees compare

• Its annual fee of $2,400 is below the New York median of $6,250. 13% of the 80 other New York planners that publish an annual fee charge less.
• 3 of the 22 other planners in New York that publish an annual fee charge less.

About Blackdiamond Wealth Management, LLC

• Firm size: 10 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

371

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$423,967,458

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

291459

Website

twitter.com/blackdiamondwm (opens in new tab)

Phone

(212) 784-6999

Can advise clients in 12 states: California, Colorado, Connecticut, Delaware, Florida, Illinois, Missouri, New Hampshire, New Jersey, New York, Pennsylvania, Texas

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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