Clear, Transparent Financial Planning
At Blackwater Financial, we offer a fixed, transparent annual fee. You’ll know exactly what you're paying for and what you'll receive, with no hidden costs or third-party commissions—just straightforward advice tailored to your needs.
Comprehensive Advice for a Flat Fee
During our introductory conversation, we will determine the complexity of your financial situation and provide you with a quote for our services during our second meeting. This is the only fee that you pay us and it is the only way in which we get paid.
This “all in” flat fee approach allows us to be objective in our recommendations to you as we are not reliant on asset management fees, insurance commissions, or other third-party compensation. We only work for and get paid by you.
Annual Fee range of
$6,900 - $25,000/year per household
- Financial Planning
- Investment Management
- Investment Strategy Development
- Insurance Planning
- Risk Management Strategy Development
- Employee Benefits Optimization
- Tax Planning
- 401k Management
- College Savings Planning
- Cashflow Analysis
- Equity Compensation Strategy
- Estate Planning
- Home Purchase Evaluation
- Retirement Planning
- & So Much More!
*Starting at $6,900/year
Start Your Financial Journey
Ready to simplify your finances and build your wealth? Book your Free assessment today—it all starts with a simple, laid back 20 minute call.
Our calls are always relaxed and hassle-free. Guaranteed.
