Black Cat Wealth provides financial planning services to individuals, high net-worth individuals, and businesses. Black Cat Wealth does not manage investments. Black Cat Wealth offers comprehensive financial planning, project-based planning, and hourly financial planning. Comprehensive and project-based plans cover areas like retirement, life transitions, risk management, college savings, and estate planning. Clients can also get a one-time financial consultation.
Assets Under Management$12M
Clients12
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Life Planning — $2,000 to $5,000 depending on the complexity of your situation and assets. This covers a full financial plan.
- Project-Based Financial Planning — Fee depends on the scope of the project and estimated time, but can be less than $2,000 if expected to take under eight hours.
- One-Time Financial Consultation — $395 for a 90-minute meeting (up to 2 hours if needed) and review of your financial situation. No written report is provided, but one can be requested at an hourly rate.
One-Time Plan:$395 - $5,000
Hourly Rate:Up to $350/hr
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