Collin Black
Collin Black is a registered investment advisor at Black Financial Planning, LLC, based in Farmington, MO, with 5 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Black Financial Planning does not directly manage your investments. Instead, they recommend third-party managers. If you use a third-party manager, you'll pay them a percentage of your portfolio each year. Black Financial Planning receives a portion of that fee for the referral. Here are the annual fees charged by the third-party manager, Gradient Investments, LLC, along with the portion Black Financial Planning receives:
- Strategic Portfolios: 2.00% total (1.00% to Gradient Investments, 1.00% to Black Financial Planning)
- Tactical Portfolios: 1.80% total (0.80% to Gradient Investments, 1.00% to Black Financial Planning) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% total (0.70% to Gradient Investments, 1.00% to Black Financial Planning)
- Preservation Portfolios: 1.00% total (0.40% to Gradient Investments, 0.60% to Black Financial Planning)
- Private Wealth Portfolios: 1.50% total (0.50% to Gradient Investments, 1.00% to Black Financial Planning)
- Client Directed Accounts: Flat fee of $300 to Gradient Investments, $0 to Black Financial Planning
These fees are negotiable. There is also a $15 quarterly technology fee.
Location
1 N. Jackson St., Farmington, MO, 63640
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Collin is an insurance agent since 2019, dedicating about half of his time to sales and servicing of insurance products. He is also a part owner of The Noodle Nerd food truck, but spends no time on it.
Employment History
Current Registrations
Black Financial Planning, LLC
State Registrations1 state
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.