# Brianna Black

> Brianna Black is a fee-only financial advisor at Boldin in Mill Valley, California, who holds the CFP credential. Brianna charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.

Page: https://find.wellspent.co/advisors/brianna-black/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Boldin
- **Based in:** Mill Valley, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $168 a year; one-time plans from $3,200
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning
- **CRD:** 6683956 (https://adviserinfo.sec.gov/individual/summary/6683956)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.boldin.com/

## Frequently asked questions

### Is Brianna Black a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brianna holds no broker registration, and Boldin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brianna charge for financial advice?

Brianna charges a flat fee or retainer and an ongoing planning fee.

### How much does Brianna charge?

According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.

### Where is Brianna Black based?

Brianna Black is based in Mill Valley, California.

### What does Brianna specialize in?

Brianna's specialties include flat-fee planning and retirement planning.

### What credentials does Brianna Black hold?

Brianna Black holds the CFP credential.

### Is Brianna Black registered with the SEC?

Yes. Brianna Black is registered as an investment adviser representative in TX (CRD 6683956), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Brianna Black?

Through Brianna's website, www.boldin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6683956): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.boldin.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.