Philip Cox
Bluestone Wealth Planning · Atlanta, Georgia
Philip Cox is a fee-only financial advisor at Bluestone Wealth Planning in Atlanta, Georgia, who holds the CFP credential. Bluestone Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bluestone Wealth Planning |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.1M across 43 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 2858433 |
| Exams passed | Series 63 (1997) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | philipcox.com |
How Philip's firm compares
- Bluestone Wealth Planning's average account is about $188,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Philip
Is Philip Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Bluestone Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Bluestone Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Philip Cox based?
Philip Cox is based in Atlanta, Georgia.
What credentials does Philip Cox hold?
Philip Cox holds the CFP credential.
Is Philip Cox registered with the SEC?
Yes. Philip Cox is registered as an investment adviser representative in GA (CRD 2858433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bluestone Wealth Planning manage?
Bluestone Wealth Planning reports $8.1M across 43 accounts in assets under management.
How do I contact Philip Cox?
Through Philip's website, philipcox.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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