# David Blain

> David Blain is a fee-only financial advisor at BlueSky Wealth Advisors, LLC in Acworth, Georgia, who holds the CFA, CDFA and CFP credentials. David charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/david-blain/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** BlueSky Wealth Advisors, LLC
- **Based in:** Acworth, Georgia
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.00B across 1,716 accounts
- **Credentials:** CFA, CDFA, CFP, EA, MS, AFC, TPCP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Real estate investors, Retirement planning
- **Works with:** Executives, High earners, Retirees
- **CRD:** 3174553 (https://adviserinfo.sec.gov/individual/summary/3174553)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 65 (1999)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://blueskywa.com

## Frequently asked questions

### Is David Blain a fee-only financial advisor?

Yes. David Blain is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David charges an ongoing planning fee.

### Where is David Blain based?

David Blain is based in Acworth, Georgia.

### What does David specialize in?

David's specialties include tax planning, estate & legacy planning, small business owners, real estate investors and retirement planning. David works with executives, high earners and retirees.

### What credentials does David Blain hold?

David Blain holds the CFA, CDFA, CFP, EA, MS, AFC and TPCP credentials.

### Is David Blain registered with the SEC?

Yes. David Blain is registered as an investment adviser representative in NC and TX (CRD 3174553), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does BlueSky Wealth Advisors, LLC manage?

BlueSky Wealth Advisors, LLC reports $1.00B across 1,716 accounts in assets under management.

### How do I contact David Blain?

Through David's website, blueskywa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/774): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://blueskywa.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.