Bluestone Wealth Planning, LLC
Bluestone Wealth Planning, LLC (CRD# 169555) is a financial advisory firm headquartered in Atlanta, GA. They manage $10,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Philip Cox (CRD# 2858433) is an Investment Advisor Representative working at Bluestone Wealth Planning, LLC in Atlanta, GA and has over 20 years of experience in the finance industry. Philip Cox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.