Brianna Black
Boldin · Mill Valley, California
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.
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Specialties
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6683956 |
| Exams passed | Series 65 (2018) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.boldin.com |
How Brianna's firm compares
- Ongoing planning starts at $168 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, above the California median of $2,500 for fee-only firms that publish prices.
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Questions about Brianna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Boldin website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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