Blueprint Financial Advisors

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.1B

81% of AUM

Avg account

$607K

Accounts

2,330

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 315570
Registered since: July 23, 2021
Website: investwithbfa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals57.03%
HNWI39.73%
Corporations / Businesses3.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blueprint Financial Advisors is an independent RIA organized as a limited liability company that registers with the SEC (registered in 2021). The firm acts as a capital allocator for both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Fee arrangements combine a percentage of assets under management with hourly billing. Blueprint is not identified as an ESG‑focused investor. The firm reports affiliations across the financial services ecosystem, including relationships with a broker‑dealer, another investment adviser, and an insurance company.