Fee-OnlyFinder

Black Walnut Wealth Management

Financial planning in Traverse City, MI

SEC registeredNo commissions reported

Call (231) 421-7711Send a messageMap ↗

Public-record details

Address
13919 S W Bay Shore Dr, Suite 104, Traverse City, MI 49684
Phone
(231) 421-7711
Listed under
Financial planning, Flat / fixed fees, % of assets managed
Legal name
Black Walnut Wealth Management, LLC
CRD number
337606
Registration
SEC registered since 2025-08-11
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$136.8 million
Accounts managed
272
Clients reported (Form ADV 5.D)
86
Individual / high-net-worth clients
46 / 40
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-14

SEC registered investment adviser, CRD 337606, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Traverse City

Blueprint Partners LLC10238 E Cherry Bend Rd · Traverse City, MI 49684 · (231) 668-4147 · Financial planningCRD 312902 · % of assets, Fixed fees · $292.9 million AUMSEC registeredNo commissions reportedCentennial Wealth Advisory, LLC701 Third Street · Traverse City, MI 49684 · (231) 995-9575 · Flat / fixed feesCRD 138054 · % of assets, Fixed fees · $397.1 million AUMSEC registeredNo commissions reportedFalconer Group810 Cottageview Drive, Suite 103 · Traverse City, MI 49684 · (231) 392-1710 · Financial planningCRD 124166 · % of assets, Hourly charges · $36.8 million AUMState registeredNo commissions reportedFront Street Wealth Management310 W. Front Street Suite 403 · Traverse City, MI 49684 · (231) 947-3775 · Financial planningCRD 125219 · % of assets, Hourly charges, Fixed fees · $97.2 million AUMState registeredNo commissions reportedHemming& Wealth Management, INC.600 E. Front Street, Suite 201 · Traverse City, MI 49686 · (231) 922-2900 · Financial planningCRD 300918 · % of assets, Hourly charges, Fixed fees · $292.6 million AUMSEC registeredNo commissions reportedIndependent Wealth Management, LLC236 1/2 E. Front St · Traverse City, MI 49684 · (231) 929-1086 · Financial planningCRD 124242 · % of assets, Hourly charges, Fixed fees · $203.0 million AUMSEC registeredNo commissions reportedIsadore Private Wealth, LLC13561 S. West Bay Shore Dr., Suite 200 · Traverse City, MI 49684 · (231) 922-9905 · Financial planningCRD 172107 · % of assets, Hourly charges, Fixed fees · $11.6 million AUMState registeredNo commissions reportedIsadore Retirement Group, LLC13561 S. West Bay Shore Dr., Ste. 200 · Traverse City, MI 49684 · (231) 922-9905 · Financial planningCRD 288425 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMState registeredNo commissions reported

All 15 in Traverse City →