CFP

Mark Giometti

6 Years of Experience

Arlington, MA

1 Disclosure

Mark Giometti is a CFP-designated registered investment advisor at Black Diamond Financial Planning, LLC, based in Arlington, MA, with 6 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $30M in assets under management.

Black Diamond Financial Planning, LLC

Compensation

Fixed/Hourly

Firm Size

1 advisor

Number of Clients

8 clients

Average Client Portfolio

$3.8M average

Assets Under Management

$30.3M

Fee Structure

Investment management only (planning not offered)

Black Diamond Financial Planning charges an hourly rate of $200 for financial planning and portfolio management services. Black Diamond will provide an estimate of the total hours expected to be billed annually and will notify clients if there is an expansion of the hours originally estimated. Black Diamond does not receive commissions for recommending specific investments.

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Location

Arlington, MA

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History

Regulatory History (1)

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Regulatory

October 2019

Final

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Employment History

Current Registrations

Black Diamond Financial Planning, LLC

October 2019 - Present · 6 yrs 7 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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