BLACK DIAMOND FINANCIAL PLANNING, LLC

BLACK DIAMOND FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 297041). Regulatory assets under management: $36.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 297041
• Type: Registered investment adviser
• Phone: 617-459-7075
• Latest filing: 2026-05-09
• Regulatory AUM: $36.2M
• Discretionary AUM: $36.2M
• Clients: 1
• Accounts: 10

Business model

Compensation: Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297041 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search