Bluestone Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,072,469
Clients
22
18% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$366,930
About
Bluestone Wealth Planning, LLC provides financial planning, portfolio management, and general consulting to individuals, high‑net‑worth clients, and businesses, with a stated emphasis on retirement income distribution for clients approaching or in retirement. The firm documents client Financial Profiles and Investment Plans and manages accounts on a discretionary basis using four model portfolios tailored for suitability.
The firm describes itself as a tactical portfolio manager, combining outside tactical money managers with a proprietary algorithm that generates buy/sell signals and guides asset‑class and sector rotation. For suitable clients it may employ short‑term option strategies and tactical risk management — including shifts to cash equivalents or hedging — as part of its effort to limit downside during market downturns.
A noteworthy disclosure in the brochure is a 2015 disciplinary action involving the firm’s principal — a $10,000 fine, $5,238.40 in disgorgement, and a three‑month suspension related to mismarking trade orders and the use of inverse ETFs at a prior firm — an uncommon event among independent advisers. The brochure also notes the firm manages roughly $8.1 million in discretionary assets, participates in Charles Schwab and Interactive Brokers institutional programs, and reports limited custody only to enable fee deduction.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Income planning
Options & derivatives strategies
Demographic focus
Approaching retirement
Retired
Fee options
$150.00 per hour (negotiable)
Account minimum: $20,000 Minimum fee: $25.00 per month minimum fee (negotiable), $75.00 per quarter minimum fee mentioned in Item 7
Main office location
Bluestone Wealth Planning, LLC
3350 Riverwood Pkwy, Nw, Suite 1900
Atlanta GA 30339, United States
Number of offices
2
Most active in
Bluestone Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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