Advisor at Blossom Balance LLC
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Firm
Blossom Balance LLC
Location
Gainesville, GA 30506
Credentials
CFP®, Series 63, Series 65
Industry experience
6 years
Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.
Fixed fees for longer-term consulting projects range from $2,500 to $10,000 per project
$0 - $250,000: 2.00% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
$300 - $500 per hour
Account minimum: $1,000,000 Fee-only: Hourly fees range from $300 - $500 per hour; Fixed fees range from $2,500 to $10,000 per project
3292 Thompson Bridge Road, Suite 149
Gainesville, GA 30506
Georgia
Blossom Balance: A Wealthness Company
2025 - Present (1 year)
Blossom Balance Tax LLC
2025 - Present (1 year)
Cascfo Advisory
2025 - Present (1 year)
North Georgia Accounting
2020 - 2025 (5 years)
Paramount Investment Advisors
2017 - 2025 (8 years)
Paramount Tax and Accounting
2017 - 2025 (8 years)
Wealth 360, LLC
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Gainesville, GA
Comprehensive Financial Planning Inc
CFP®, Series 63, Series 66
Gainesville, GA
Larsen Wealth Management, LLC
Series 66
Dawsonville, GA
Design Life's Journey, LLC
Series 63, Series 65
Cumming, GA
Cornerstone Investment Advisors, Inc.
Series 63, Series 66
Gainesville, GA
W.A. Griffin Financial Services Inc.
Series 63, Series 66
Dawsonville, GA
ReliaStar Capital Management, Inc.
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