Bluestone Wealth Planning, LLC fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 30, 2026, Bluestone Wealth Planning, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Page 5 Firm Brochure v.03272026 Investment Advisory Services Our fee for investment advice and recommendations is $150.00 per hour and is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bluestone Wealth Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is charged monthly in advance and is calculated based on the assets determined at the close of the last trading day of each prior month.”
- “Your first invoice will be pro-rated as of the date that you sign the Client Advisory Agreement.”
- “If you terminate your account mid-month, we will pro-rate the investment management fees for that portion of the month for which we provided services and will refund the difference to you.”
How Bluestone Wealth Planning, LLC’s fees compare
- Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.
- 2 of the 47 other planners in Atlanta that publish an hourly rate charge less.
About Bluestone Wealth Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 22
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8,072,469
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 169555
- Phone
- (404) 441-1015
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.