David Blain
BlueSky Wealth Advisors, LLC · Acworth, Georgia
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.
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Specialties
Who they serve
- Executives
- High earners
- Retirees
Facts
| Firm | BlueSky Wealth Advisors, LLC |
|---|---|
| Based in | Acworth, Georgia |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $1.00B across 1,716 accounts |
| Credentials | CFA · CDFA · CFP · EA · MS · AFC · TPCP |
| SEC registration | Investment adviser representative in NC, TX · CRD 3174553 |
| Exams passed | Series 65 (1999) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | blueskywa.com |
| Profile |
How David's firm compares
- BlueSky Wealth Advisors, LLC's average account is about $585,000, from its Form ADV (assets managed divided by 1,716 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- BlueSky Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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