Blake Financial Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blake Financial Counsel serves high-net-worth individuals, with a stated client focus that includes Fortune 500 executives, executive retirees, divorcees, widows, and women. The firm offers comprehensive wealth management and financial planning, discretionary portfolio management, and dedicated divorce planning and consultation services, including mediation and expert-witness support.
The firm’s investment approach uses fundamental analysis to build personalized asset allocations and typically favors passive, low‑cost mutual funds and exchange-traded funds for long‑term growth, while accommodating specific holdings such as low‑basis stock, equity incentive awards, legacy positions, and inheritances. It provides ongoing monitoring and annual formal reviews and executes client custody and trading through an institutional custodian relationship.
Noteworthy aspects relative to peers include a formal divorce-planning specialty (supported by a Certified Divorce Financial Analyst credential) with written planning reports delivered within a two‑month engagement window and ancillary litigation support services. The two‑advisor firm manages roughly $49 million on a discretionary basis for a small roster of clients, a concentration that reflects a model focused on high‑net‑worth households rather than non‑HNW individual clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Divorce planning and consultation services: $5,000 annual fee for clients with net worth $10,000,000 or less, plus $5,000 incremental fee for each additional $10,000,000 of net worth
$0 - $3,000,000: 0.75% $3,000,001+: 0.50% $1,000,000+: 0.30% (stand-alone portfolio management)
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $7,500 for comprehensive wealth management and stand-alone portfolio management services
Main office
7000 Central Parkway, Suite 1100
Atlanta GA 30328
Advisors at this office
2
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Brandy W
CFP®, Series 63, Series 65
Atlanta, GA
Blake Financial Counsel, LLC
Brandy Wright is a CFP®-certified financial advisor with over 21 years of industry experience. She has worked at Blake Financial Counsel, LLC since 2019, following prior roles at Modera Wealth Management, LLC and Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel. Blake Financial Counsel primarily serves high-net-worth individuals, including Fortune 500 executives, retirees, and clients undergoing divorce, providing comprehensive wealth management, discretionary portfolio management, and specialized divorce financial planning and litigation support. The firm employs a fundamental analysis-driven investment approach, typically using passive, low-cost funds and fixed income, and focuses on tailored strategies for complex client situations.
Julia P
CFP®, Series 66
Atlanta, GA
Blake Financial Counsel, LLC
Julia Prescott is a CFP® professional with eight years of industry experience, currently serving as an advisor at Blake Financial Counsel, LLC since 2019. She also works as a distributor for Juice Plus Company, a multi-level marketing business, outside of her financial advisory role. Blake Financial Counsel primarily serves high-net-worth individuals, including executives, retirees, and clients undergoing divorce, offering comprehensive wealth management and specialized divorce financial planning. The firm employs a fundamental analysis approach with individualized asset allocation, focusing on passive, low-cost investments and tailored financial solutions.
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