David Smith
Bluechip Wealth Advisors · Milton, Georgia
David Smith is a fee-only financial advisor at Bluechip Wealth Advisors in Milton, Georgia, who holds the CFP credential. Bluechip Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bluechip Wealth Advisors |
|---|---|
| Based in | Milton, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $666.4M across 1,041 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 4235935 |
| Exams passed | Series 63 (2000) · Series 65 (2019) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bcwealthadvisors.com |
How David's firm compares
- Bluechip Wealth Advisors's average account is about $640,000, from its Form ADV (assets managed divided by 1,041 accounts).
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Questions about David
Is David Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Bluechip Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Bluechip Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Smith based?
David Smith is based in Milton, Georgia.
What credentials does David Smith hold?
David Smith holds the CFP credential.
Is David Smith registered with the SEC?
Yes. David Smith is registered as an investment adviser representative in GA and TX (CRD 4235935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bluechip Wealth Advisors manage?
Bluechip Wealth Advisors reports $666.4M across 1,041 accounts in assets under management.
How do I contact David Smith?
Through David's website, www.bcwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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