Tracey Gordineer
Blossom Balance · Gainesville, Georgia
Tracey Gordineer is a fee-only financial advisor at Blossom Balance in Gainesville, Georgia, who holds the CFP credential. Tracey focuses on tax planning, retirement planning and small business owners. Blossom Balance reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Tracey →
Specialties
Who they serve
- Founders
Facts
| Firm | Blossom Balance |
|---|---|
| Based in | Gainesville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.6M across 17 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6179365 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | blossombalancewealth.com |
How Tracey's firm compares
- Blossom Balance's average account is about $330,000, from its Form ADV (assets managed divided by 17 accounts).
Request an introduction to Tracey
Tell Tracey a little about what you're looking for. Tracey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tracey
Is Tracey Gordineer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracey holds no broker registration, and Blossom Balance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracey charge for financial advice?
Tracey's firm, Blossom Balance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tracey Gordineer based?
Tracey Gordineer is based in Gainesville, Georgia.
What does Tracey specialize in?
Tracey's specialties include tax planning, retirement planning and small business owners. Tracey works with founders.
What credentials does Tracey Gordineer hold?
Tracey Gordineer holds the CFP credential.
Is Tracey Gordineer registered with the SEC?
Yes. Tracey Gordineer is registered as an investment adviser representative in GA (CRD 6179365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blossom Balance manage?
Blossom Balance reports $5.6M across 17 accounts in assets under management.
How do I contact Tracey Gordineer?
Through Tracey's website, blossombalancewealth.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
- Blossom Balance website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.