Blackbird Financial Planning

Overview

Blackbird Financial Planning is a small, privately owned limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm provides comprehensive planning, runs educational seminars and workshops, and performs selection-of-other-adviser services. It charges clients through a mix of percentage-of-AUM fees, hourly billing, and fixed fees. Blackbird identifies as a capital allocator but does not position itself as an ESG-focused adviser, and it is not described as a multi-state or pension-focused consultancy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices