Jeffrey Black
Black Capital · Cortez, Colorado
Jeffrey Black is a fee-only financial advisor at Black Capital in Cortez, Colorado. Jeffrey charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $200 and $100 an hour).
Request an introduction to Jeffrey →
Facts
| Firm | Black Capital |
|---|---|
| Based in | Cortez, Colorado |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $200 · $100 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.1M across 10 accounts |
| SEC registration | Investment adviser representative in CO · CRD 6135826 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.blackcapital.net |
How Jeffrey's firm compares
- A one-time plan starts at $200, below the Colorado median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $100, below the Colorado median of $290 for fee-only firms that publish prices.
- Black Capital's average account is about $109,000, from its Form ADV (assets managed divided by 10 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Black a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Black Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Jeffrey charge?
According to Black Capital's website, checked October 30, 2026: one-time plans from $200; $100 an hour; 1% a year on the first tier of assets managed.
Where is Jeffrey Black based?
Jeffrey Black is based in Cortez, Colorado.
Is Jeffrey Black registered with the SEC?
Yes. Jeffrey Black is registered as an investment adviser representative in CO (CRD 6135826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Black Capital manage?
Black Capital reports $1.1M across 10 accounts in assets under management.
How do I contact Jeffrey Black?
Through Jeffrey's website, www.blackcapital.net.
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
- Black Capital 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.
See something wrong? Request a correction. Read our methodology.