# Kurt Dupuis

> Kurt Dupuis is a fee-only financial advisor at Root Wealth Management in Decatur, Georgia, who holds the CFP credential. Kurt focuses on retirement planning, estate & legacy planning and family wealth transfer. Root Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Root Wealth Management
- **Based in:** Decatur, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $33.1M across 116 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 5824651 (https://adviserinfo.sec.gov/individual/summary/5824651)
- **SEC registration:** Investment adviser representative in GA, LA, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://root-wealth.com

## Frequently asked questions

### Is Kurt Dupuis a fee-only financial advisor?

Yes. Kurt Dupuis is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kurt's firm.

### How does Kurt charge for financial advice?

Kurt's firm, Root Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kurt Dupuis based?

Kurt Dupuis is based in Decatur, Georgia.

### What does Kurt specialize in?

Kurt's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### What credentials does Kurt Dupuis hold?

Kurt Dupuis holds the CFP credential.

### Is Kurt Dupuis registered with the SEC?

Yes. Kurt Dupuis is registered as an investment adviser representative in GA, LA and TX (CRD 5824651), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Root Wealth Management manage?

Root Wealth Management reports $33.1M across 116 accounts in assets under management.

### How do I contact Kurt Dupuis?

Through Kurt's website, root-wealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/kurt-dupuis-21373): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://root-wealth.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.