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Advisor

Mike Hakimi

Black Dog Financial Planning LLC · Mount Pleasant, South Carolina

Mike Hakimi is a fee-only financial advisor at Black Dog Financial Planning LLC in Mount Pleasant, South Carolina, who holds the CFP credential. Black Dog Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmBlack Dog Financial Planning LLC
Based in Mount Pleasant, South Carolina
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$5.3M across 28 accounts
CredentialsCFP
Firm size1 employee
LinkedInProfile

How Mike's firm compares

  • Black Dog Financial Planning LLC's average account is about $188,000, from its Form ADV (assets managed divided by 28 accounts).

What fee-only advisors charge in South Carolina

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Questions about Mike

Is Mike Hakimi a fee-only financial advisor?

Yes. Mike Hakimi is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Mike charge for financial advice?

Mike's firm, Black Dog Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Mike Hakimi based?

Mike Hakimi is based in Mount Pleasant, South Carolina.

What credentials does Mike Hakimi hold?

Mike Hakimi holds the CFP credential.

How much does Black Dog Financial Planning LLC manage?

Black Dog Financial Planning LLC reports $5.3M across 28 accounts in assets under management.

How do I contact Mike Hakimi?

Contact details aren't on file yet. Search for Black Dog Financial Planning LLC.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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