Bluestone Wealth Planning, Llc
- Regulatory AUM
- $8.1M
- Discretionary
- $8.1M
- Clients
- 22
- Avg AUM / client
- $367K
- Accounts
- 43
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $3.4M | 42.2% |
| High net worth individuals | 4 | $4.7M | 57.8% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip Dunwoody Cox | Registered representative | CFP | Oct 2013 (13y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $3.1M (38% of AUM) Mar 2026
- Charles Schwab & Co. $1.8M (22% of AUM) Mar 2026
- Ira Financial Trust Company $830K (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗