Blacklines Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“The annual fee for a typical Mastery Program client is $5,000, with adjustments for larger and more complex clients.”

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

How Blacklines Financial bills

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

• “The annual advisory fee is negotiable, pro-rated, and paid in advance on a quarterly basis.”
• “The BLA Advisory Fee will be deducted pro-rata quarterly.”
• “Sub-advisory fees are calculated in the same manner as BLA’s advisory fee, based on the market value of assets under management, and may be billed on a monthly, quarterly, or annual basis as disclosed in the Advisory Client Agreement.”

How Blacklines Financial’s fees compare

• Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 5 other planners in Los Angeles that publish an annual fee charge less.

About Blacklines Financial

• Firm size: 3 employees.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1.5% a year

Clients

244

Employees

3

Works with

Individuals, high net worth individuals, and businesses

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

$52,961,742

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323340

Website

twitter.com/BlackLinesCFP (opens in new tab)

Phone

(213) 789-6950

Can advise clients in 6 states: Arizona, California, Georgia, New York, Texas, Virginia

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500
• Carrara Wealth ManagementLos Angeles$2,500⁠-⁠$10,000

Compare all 73 planners in Los Angeles