Blacktower Financial Management (US) LLC fees
Financial planner in Orlando, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Blacktower Financial Management (US) LLC (Orlando, FL) charges a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the Orlando median is $3,500. Can go up to $5,000; the Florida median is $4,200.
“Fees will be a flat fee not to exceed $5,000.”
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
- Yes
- Minimum
- None stated in the brochure
- Team size
- 29 employees
- Registered since
- 2017 (9 years)
How Blacktower Financial Management (US) LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The following fees for advisory services are negotiable.”
- “Fees are negotiable and will be determined based on several factors including size of the pension assets, services being provided to the client, complexity of the situation, and consultations.”
- “The annual fee will begin upon completion of the transfer.”
About Blacktower Financial Management (US) LLC
- Principal: John Westwood
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 479
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $254 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 25, 2026
- CRD number
- 289142 (opens in new tab)
- Phone
- (407) 362-7753
Registered or notice filed in 22 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Texas, Virginia, Washington
Other planners in Orlando that publish fees
- Empire Financial Group, LLCOrlandoHourly $150/hr, Flat $750-$2,500
- Jake Carris Financial PlanningOrlandoHourly $300/hr, Flat $1,000-$5,000
- OwenWise Financial LLCOrlandoHourly $195/hr, Flat $1,000-$5,000
- LDN Wealth, LLCOrlandoHourly $350/hr, Flat $1,000-$18,000
- Stadium Financial LLCOrlandoHourly $300/hr, Flat $1,000-$50,000
- New Era AdvisoryOrlandoFlat $500-$5,000, Monthly $100-$1,500/mo
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.