Blueprint Financial Advisors

Overview

Blueprint Financial Advisors is an SEC-registered limited liability company that began registration in 2021 and operates as a capital allocator to both individual/family and institutional clients. The firm’s ADV lists core services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; the filing also indicates they are not designated as a pension consultant. Blueprint charges fees based on a percentage of assets under management and hourly rates. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser on its registration, even though its office footprint spans multiple states. The firm’s regulatory profile shows multiple industry affiliations—broker-dealer, other investment adviser, and insurance company—which suggests a platform that combines advisory services with brokerage and insurance relationships. Blueprint describes itself as using third-party external managers for some alternative allocations and as providing both discretionary and non-discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices