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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Bluestone Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Philip D. Cox
CRD#: 2858433
3500 Lenox Road, Suite 1500, Atlanta, GA 30326

Philip Cox (CRD# 2858433) is an Investment Advisor Representative working at Bluestone Wealth Planning, LLC in Atlanta, GA and has over 19 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.

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