BLUEPRINT FINANCIAL ADVISORS, LLC

Overview

Blueprint Financial Advisors, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients and small-business owners. Investment activity centers on discretionary portfolio management with an equity-first posture: exchange-traded equities make up the largest single asset allocation, and the firm also uses mutual funds as part of its core lineup. Advisory work is delivered through financial planning and portfolio management engagements; the firm charges a combination of a percentage of assets under management and hourly fees. Blueprint is not positioned as an active ESG investor and is structured to serve a concentrated client base rather than a broad, multi-state footprint. Strategy emphasis is practical and straightforward: use of exchange-traded instruments and separately managed account wrappers for core equity exposure, supplemented by third‑party managers or vehicles when access to non‑correlated sources is desirable. Discretionary mandates dominate the business, giving the firm latitude to implement model-driven equity allocations and to rebalance around client-specific objectives.

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Public Holdings

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Location & Offices