Kurt Dupuis
Root Wealth Management · Decatur, Georgia
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.
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Specialties
Facts
| Firm | Root Wealth Management |
|---|---|
| Based in | Decatur, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.1M across 116 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, LA, TX · CRD 5824651 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | root-wealth.com |
| Profile |
How Kurt's firm compares
- Root Wealth Management's average account is about $285,000, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Kurt
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Root Wealth Management 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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