Black Brook Financial Planning

Overview

Black Brook Financial Planning is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and select business or institutional clients. Its billing model is a mix of AUM-based fees alongside hourly and fixed-fee engagements, which lets the firm pair ongoing portfolio management with discrete planning projects. Investment activity is centered on diversified portfolios that combine liquid pooled vehicles with externally managed alternative strategies. The firm reports a strong tilt toward discretionary management, signaling that portfolio decisions are routinely implemented on behalf of clients. Black Brook does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices