Corey Black
Ataraxis Financial · Rochester, Minnesota
Corey Black is a fee-only financial advisor at Ataraxis Financial in Rochester, Minnesota. Corey focuses on small business owners. Ataraxis Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Ataraxis Financial |
|---|---|
| Based in | Rochester, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.7M across 219 accounts |
| SEC registration | Investment adviser representative in MN · CRD 8044364 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ataraxisfinancial.com |
| Profile |
How Corey's firm compares
- Ataraxis Financial's average account is about $231,000, from its Form ADV (assets managed divided by 219 accounts).
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Questions about Corey
Is Corey Black a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Ataraxis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corey charge for financial advice?
Corey's firm, Ataraxis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Corey Black based?
Corey Black is based in Rochester, Minnesota.
What does Corey specialize in?
Corey's specialties include small business owners.
Is Corey Black registered with the SEC?
Yes. Corey Black is registered as an investment adviser representative in MN (CRD 8044364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ataraxis Financial manage?
Ataraxis Financial reports $50.7M across 219 accounts in assets under management.
How do I contact Corey Black?
Through Corey's website, www.ataraxisfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rochester
Other advisors in Minnesota who focus on small business owners
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
- Ataraxis Financial 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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