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Blaine Patrick Hess

Advisor at Csenge Advisory Group, LLC — Atlanta, GA Cumberland Blvd

Updated today

Credentials

CFP®, Series 63

Experience

30 years

Location

Atlanta, GA 30339

Csenge Advisory Group, LLC logo

Csenge Advisory Group, LLC

Multi-team

Total advisors

71

Across 39 offices

Clients per advisor

101 Very High

Avg AUM per client

$434,535 Low

HNW client ratio

12% Low

About

Blaine Hess is a CFP® with 29 years of industry experience, currently serving as an advisor at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation and is the owner of Hess Segal Group LLC, a full-service wealth management firm. Hess also serves as Vice Chair of the Board of Directors for the Rally Foundation, a childhood cancer research nonprofit. Csenge Advisory Group provides asset management and financial planning services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a rigorous, top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary portfolio management and customized asset-allocation advice.

Client services

Based on Csenge Advisory Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Asset allocation services

Occupation focus

Based on Csenge Advisory Group, LLC

Founder/Business Owner Retired

Demographic focus

Based on Csenge Advisory Group, LLC

Approaching retirement

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Fee options

Fixed

Financial planning fixed fees: Level One $750, Level Two $1,250, Level Three $2,000; Corporate consulting fixed fee $5,000-$100,000.

Percentage

$0+: 2.35% (Asset Management Programs maximum annual fee) $0+: 1.50% (Asset Allocation Services maximum annual fee) $0+: Up to 2.5% (Third-Party Management Programs, negotiable, combined fees will not exceed 2.5%) $0+: 1.5% (Corporate Investment and Retirement Plan Services maximum annual fee)

Commissions

Advisor representatives may earn commissions if implementing financial plans through broker dealer or insurance products through insurance companies.

Project-based

Certified Financial Planner: up to $500/hour; Associate: up to $125/hour; Corporate consulting hourly fee $50-$500/hour.

Other

Fee-only: Financial planning and consulting services offered on fixed or hourly basis; fees generally not negotiable except hourly range provided.

Location

See office

Atlanta, GA Cumberland Blvd

3330 Cumberland Blvd, Suite 400

Atlanta GA 30339

Advisors at this office

2

Most active in

Georgia

Work history

30 years of industry experience

Integrity Alliance, LLC

2025 - Present • 1 year

Atlanta, GA

Lion Street Financial

2018 - Present • 8 years

Atlanta, GA

Csenge Advisory Group, LLC

2011 - Present • 15 years

Atlanta, GA

Hess Segal Group LLC

2009 - Present • 17 years

Atlanta, GA

FSC Securities Corporation

2004 - 2018 • 14 years

Atlanta, GA

Morgan Stanley Dw Inc.

2002 - 2004 • 2 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ben L

CFP®

Atlanta, GA

Lock Wealth Management

Benjamin Loughery is a CFP® with 10+ years of industry experience, and owner of Lock Wealth Management. He previously worked at Invesco and Capital Group.

Business ownership considerations Cash flow / budgeting General retirement planning Income planning Founder/Business Owner Retired Established Professionals

William C

Series 65

Atlanta, GA

LKL Advisors

William is the Founder at LKL Advisors in Atlanta, GA. He holds a Series 65 designation and has been working in the finance space since 2017. Under a single, transparent fee structure that beats the 1% model, LKL Advisors provides comprehensive financial planning, portfolio management, access to private investments, equity comp planning, tax strategy, estate planning (will and trust creation included), and more, primarily for mid-career corporate professionals.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Equity compensation tax strategy College savings (529s, UTMA, etc.) General retirement planning Technology Professional Financial Professional Consultant Attorney HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

Kurt B

CFP®, Series 66

Atlanta, GA

Brucker Wealth

Here's the final version: Kurt Brucker is a CFP® and Series 66-registered advisor with eight years of experience in financial planning. He founded Brucker Wealth in 2025 after nearly eight years at Oxygen Financial, where he worked with hundreds of clients and built a planning practice grounded in relationships, not transactions. His path to advising started with an internship doing stock research for an RIA. He enjoyed the investment side of it, but realized he was more drawn to the people than the portfolio analysis. That instinct has shaped everything since. Growing up, Kurt watched his parents navigate both success and hardship at different points in their lives. That perspective is part of what makes him effective in this seat. He understands that a financial plan has to hold up under pressure, not just favorable conditions. Brucker Wealth serves Christian couples and professionals who want a planning relationship where faith is part of the conversation. Kurt prays with clients, helps them define what faithful stewardship looks like in their specific season, and works with them to identify finish lines so they can live generously rather than just accumulate. On the investment side, portfolios are built around what clients actually believe in: broadly diversified across asset classes, with selective exposure to thematic opportunities where conviction and evidence align. Planning covers investments, taxes, estate, and insurance as one connected picture. He is based in Atlanta, Georgia, where he lives with his wife and two daughters.

General tax planning Retirement income strategy General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive Technology Professional Christian Faith Based Married/Couples/Partners Mid-Career Professionals Established Professionals Values-based investing

Jonathan B

Series 63, Series 66

Marietta, GA

Sentara Capital

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Active portfolio management General tax planning Retirement income strategy Roth conversion strategy Long-term care insurance Approaching retirement Retired

Jackson E

Series 63, Series 65, Series 7

Atlanta, GA

Bison Wealth, LLC

Jackson Edmiston is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Northwestern Mutual in wealth management, investment services, and life insurance. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, as well as offering specialized overlay and third-party manager solutions.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Simon C

Series 63, Series 65, Series 7

Atlanta, GA

Merrill

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Business ownership considerations Business exit / sale strategy Wealth management Charitable giving tax strategies Multi-generational wealth transfer Founder/Business Owner
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