Blackwater Financial fees
Financial planner in Fairmont, West Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Blackwater Financial (Fairmont, WV) charges a flat or project fee of $1,000-$7,000 and a monthly fee of $400-$1,250 for financial planning.
- Website: blackwaterfinancial.com (opens in new tab)
- Call (304) 314-4249
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change.
- Flat or project fee
- $1,000-
$7,000 “Fixed fee rates range from $1,000 to $7,000.”
- Monthly fee
- $400-
$1,250/mo “Fees are paid monthly in arrears, ranging from $400 to $1,250.”
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
- 2 employees
- Registered since
- 2024 (2 years)
How Blackwater Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Clients may also pay by electronic funds transfer (EFT) or check.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 38
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $46.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 19, 2026
- CRD number
- 331580 (opens in new tab)
- Phone
- (304) 314-4249
Registered in 2 states: California, West Virginia
More planners in West Virginia that publish fees
- Layne Financial GroupHuntingtonHourly $250-$450/hr
- Ironwood Wealth Management, Inc.HurricaneHourly from $250/hr, Flat from $250
- Fort Henry Capital, LLCWheelingHourly $150-$400/hr, Flat $500-$5,000
- Global Freedom Financial LLCSouth CharlestonHourly $250/hr, Annual $1,000-$12,000/yr
- Anthony Investment Management, LLCWheelingFlat $100-$10,000
- Jacobs & CompanyCharlestonHourly $150/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.