Bluestone Wealth Planning, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 169555
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC., IRA FINANCIAL TRUST COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.82%
- Individuals42.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bluestone Wealth Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not position itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Derivatives17%
- Cash & Cash Equivalents15%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Philip Cox
Chief Executive OfficerCRD 2858433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3350 Riverwood Pkwy Se
- Time zone
- ET (UTC-5)
- Office locations
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