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Kevin Rainwater
22 Years of Experience
Milton, GA
6 Disclosures
Kevin Rainwater is a registered investment advisor at Bluechip Wealth Advisors LLC, based in Milton, GA, with 22 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 446 clients with $640M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
446 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$637.0M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees are negotiable for portfolios of $3,000,000 or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
12655 Birmingham Hwy, Suite 201, Milton, GA, 30004
Get directionsHistory
Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2021Settled
Customer Dispute
March 2020Settled
Customer Dispute
February 2020Settled
Customer Dispute
April 2019Settled
Judgment / Lien
October 2016Judgment / Lien
June 2016Employment History
Current Registrations
Bluechip Wealth Advisors LLC
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Mercer Global Advisors INC.
May 2022 - September 2023 · 1 yr 4 mos
Arkadios Wealth Advisors
April 2021 - September 2021 · 5 mos
Arkadios CapitalBroker
November 2017 - March 2022 · 4 yrs 4 mos
Acg Wealth INC.
August 2010 - December 2022 · 12 yrs 4 mos
Stancorp Investment Advisers, INC.
March 2003 - September 2007 · 4 yrs 6 mos
Stancorp Equities, INC.Broker
May 2002 - September 2007 · 5 yrs 4 mos
Manequity, INC.Broker
August 1998 - July 2000 · 1 yr 11 mos
State Registrations1 state
GA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.