BLUESTONE WEALTH PLANNING, LLC

Overview

Bluestone Wealth Planning, LLC is a small, owner-operated independent registered investment adviser focused on individuals, families and small-business owners. The firm’s advisory work centers on financial planning and discretionary portfolio management, delivered through a mix of percentage-of-AUM billing and project/hourly or fixed-fee arrangements. Bluestone positions itself as a straightforward advisory shop that relies primarily on pooled public funds and separately managed accounts rather than on direct alternative or proprietary product solutions. The firm is not an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator to private funds or similar vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices