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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2021
- Office Locations
- 1
Office Locations
About Blackbird Financial Planning
Blackbird Financial Planning is a Pagosa Springs, CO-based virtual firm serving clients nationwide. It provides fiduciary financial planning, ongoing investment management using low-cost, tax-efficient portfolios with systematic rebalancing, and financial coaching for clients working through debt or cash-flow challenges. The practice emphasizes families and outdoor enthusiasts and is led by a Dave Ramsey-trained financial coach; it has been featured in outlets like CBS News and GOBankingRates.
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Owner & Executives
Nathan Paul Mueller
Chief Compliance Officer, Financial Planner, PRINCIPAL
- CRD
- #6247917
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,915 | -- |
| Non-Discretionary | $100,085 | -- |
| Total | $507,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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