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Kevin Rainwater

Advisor at BlueChip Wealth Advisors LLC

Updated today

Location

Milton, GA 30004

Credentials

Series 63, Series 65

Industry experience

22 years

About

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital, LLC, and ACG Wealth Inc. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships and offers customized portfolios using multiple custodians and a range of investment vehicles.

Client services

Based on BlueChip Wealth Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on BlueChip Wealth Advisors LLC

Retirement income strategy Income planning Social Security optimization Tax-loss harvesting

Occupation focus

Based on BlueChip Wealth Advisors LLC

Founder/Business Owner Executive

Demographic focus

Based on BlueChip Wealth Advisors LLC

Approaching retirement Mid-Career Professionals

Fee options

Fixed

Financial planning flat fees: $1,750 for BlueChip Retirement Plan, $3,500 for BlueChip Comprehensive Retirement Plan, $1,000 for eMoney Account setup

Percentage

$0 - $999,999: 1.75% $1,000,000 - $2,999,999: 1.5% $3,000,000+: Negotiable

Project-based

$300 per hour for Certified Financial Planner, $75 per hour for Paraplanner for services beyond scope of plan; hourly rates for project-based fees vary depending on scope and complexity

Subscriptions

$29 monthly subscription for eMoney with retirement plans; $49 monthly subscription for eMoney Account

Other

Account minimum: $1,000,000

Location

12655 Birmingham Hwy, Suite 201

Milton, GA 30004

Most active in

Georgia

Work history

BlueChip Wealth Advisors LLC

2023 - Present (3 years)

Mercer Global Advisors Inc.

2021 - Present (5 years)

Arkadios Wealth Advisors

2021 - 2021 (1 year)

Arkadios Capital, Llc

2017 - 2021 (4 years)

ACG Wealth Inc.

2009 - 2021 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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William P

Series 63, Series 65

Roswell, GA

Vickery Creek Capital Management

Retirement income strategy Income planning General estate planning guidance Life insurance needs analysis Annuities Retired Founder/Business Owner Executive Approaching retirement Established Professionals
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Fredrick S

CFP®, Series 65

Duluth, GA

LifeWater Wealth Management

Fredrick Standfield is a CFP® with 17 years of industry experience, currently serving as the sole advisor at LifeWater Wealth Management in Duluth, GA. His prior work includes roles at Origin Financial, Liberate, Inc., and MANHEIM, Inc. LifeWater Wealth Management provides financial planning, portfolio and investment management, and separately managed portfolio access to individual, high-net-worth, and corporate clients. The firm employs a diversified investment approach based on modern portfolio theory, combining passive and active strategies with customized portfolio management and integrates bookkeeping and tax preparation services through third-party providers.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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Srinivasa Rao K

Series 65

Cumming, GA

VIVCAP LLC

Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.

Active portfolio management Tax-loss harvesting
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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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Elbert M

CFP®, ChFC®, Series 63

Atlanta, GA

McWilliams Financial Advisory Group LLC

Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.

General retirement planning General tax planning
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