BLACKBIRD FINANCIAL PLANNING

BLACKBIRD FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 313718). Regulatory assets under management: $507K.

Registration

• CRD: 313718
• Type: Registered investment adviser
• Phone: 9705002473
• Latest filing: 2026-03-16
• Regulatory AUM: $507K
• Discretionary AUM: $407K
• Non-discretionary AUM: $100K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313718 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search