Bluestone Wealth Planning, LLC

Bluestone Wealth Planning, LLC (CRD# 169555) is a financial advisory firm headquartered in Atlanta, GA. They manage $5,469,132 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3350 Riverwood Pkwy, Nw, Suite 1900, Atlanta, GA 30339
http://philipcox.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $127,189
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Bluestone Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip Cox, financial advisor Atlanta GA
Philip D. Cox
CRD#: 2858433
3350 Riverwood Pkwy, Nw, Suite 1900, Atlanta, GA 30339

Philip Cox (CRD# 2858433) is an Investment Advisor Representative working at Bluestone Wealth Planning, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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