Philip Cox
Philip Cox is a CFP-designated registered investment advisor at Bluestone Wealth Planning, LLC, based in Atlanta, GA, with 25 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 20 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bluestone Wealth Planning charges between 0.5% and 2% of your portfolio per year, based on the complexity of the portfolio. This fee is negotiable. The fee is charged monthly in advance. The minimum monthly fee per account is $25, but this is also negotiable.
Location
3350 Riverwood Pkwy, Nw, Suite 1900, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (2)
Regulatory
August 2015Employment Separation After Allegations
October 2013Employment History
Current Registrations
Bluestone Wealth Planning, LLC
Previous Registrations
Sterne Agee Investment Advisors, INC.
Sterne Agee Financial Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Dunwoody Brokerage Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.