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Blake Financial Counsel, LLC

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Client assets under management

$44,692,440

Clients

17

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

9

Very Low

Average account size

$2,628,967

About

Blake Financial Counsel serves high-net-worth individuals, with a stated client focus that includes Fortune 500 executives, executive retirees, divorcees, widows, and women. The firm offers comprehensive wealth management and financial planning, discretionary portfolio management, and dedicated divorce planning and consultation services, including mediation and expert-witness support.

The firm’s investment approach uses fundamental analysis to build personalized asset allocations and typically favors passive, low‑cost mutual funds and exchange-traded funds for long‑term growth, while accommodating specific holdings such as low‑basis stock, equity incentive awards, legacy positions, and inheritances. It provides ongoing monitoring and annual formal reviews and executes client custody and trading through an institutional custodian relationship.

Noteworthy aspects relative to peers include a formal divorce-planning specialty (supported by a Certified Divorce Financial Analyst credential) with written planning reports delivered within a two‑month engagement window and ancillary litigation support services. The two‑advisor firm manages roughly $49 million on a discretionary basis for a small roster of clients, a concentration that reflects a model focused on high‑net‑worth households rather than non‑HNW individual clients.

Client services

Financial planning Portfolio management Divorce planning & consultations

Expertise

Divorce financial planning Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Executive Retired

Demographic focus

Women Professionals Divorced Widow/Widower

Fee options

Fixed

Divorce planning and consultation services: $5,000 annual fee for clients with net worth $10,000,000 or less, plus $5,000 incremental fee for each additional $10,000,000 of net worth

Percentage

$0 - $3,000,000: 0.75% $3,000,001+: 0.50% $1,000,000+: 0.30% (stand-alone portfolio management)

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $7,500 for comprehensive wealth management and stand-alone portfolio management services

Main office location

Blake Financial Counsel, LLC

7000 Central Parkway, Suite 1100

Atlanta GA 30328, United States

Number of offices

1

Most active in

More info

Georgia

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 404-667-3494

Advisors at this firm

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Brandy W

CFP®, Series 63, Series 65

Atlanta, GA

Blake Financial Counsel, LLC

Brandy Wright is a CFP®-certified financial advisor with over 21 years of industry experience. She has worked at Blake Financial Counsel, LLC since 2019, following prior roles at Modera Wealth Management, LLC and Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel. Blake Financial Counsel primarily serves high-net-worth individuals, including Fortune 500 executives, retirees, and clients undergoing divorce, providing comprehensive wealth management, discretionary portfolio management, and specialized divorce financial planning and litigation support. The firm employs a fundamental analysis-driven investment approach, typically using passive, low-cost funds and fixed income, and focuses on tailored strategies for complex client situations.

Divorce financial planning Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.) Executive Retired Women Professionals Divorced Widow/Widower
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Julia P

CFP®, Series 66

Atlanta, GA

Blake Financial Counsel, LLC

Julia Prescott is a CFP® professional with eight years of industry experience, currently serving as an advisor at Blake Financial Counsel, LLC since 2019. She also works as a distributor for Juice Plus Company, a multi-level marketing business, outside of her financial advisory role. Blake Financial Counsel primarily serves high-net-worth individuals, including executives, retirees, and clients undergoing divorce, offering comprehensive wealth management and specialized divorce financial planning. The firm employs a fundamental analysis approach with individualized asset allocation, focusing on passive, low-cost investments and tailored financial solutions.

Divorce financial planning Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.) Executive Retired Women Professionals Divorced Widow/Widower
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