# Blackbird Financial Planning

> Blackbird Financial Planning is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 313718
- Filed as: BLACKBIRD FINANCIAL PLANNING
- Legal name: Blackbird Finance LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313718
- AdvisorCensus page: https://advisorcensus.com/firm/blackbird-financial-planning-313718

## Quick answers

**How is Blackbird Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Blackbird Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Blackbird Financial Planning registered with the SEC or a state?**
Blackbird Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313718.

**How much does Blackbird Financial Planning manage?**
Blackbird Financial Planning reports $507,000 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (80% discretionary).

**Does Blackbird Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313718

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $507,000
- Discretionary: $406,915
- Non-discretionary: $100,085

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $507,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bbfinance.co
- wealthtender.com/financial-advisors/nathan-mueller-mba
- Facebook @BlackBirdFinance
- LinkedIn @blackbird-finance
- X @BlackBirdFinan1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blackbird Financial Planning (CRD 313718): Form ADV filing data as of October 2026.