Blueprint Financial Strategies, LLC
Firm details
- Headquarters
- Eatonton, Georgia
- CRD number
- 315687
- Custodians
- CHARLES SCHWAB & CO., INC., THE CAPITAL GROUP SECURITIES, INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals57.44%
- HNWI42.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blueprint Financial Strategies, LLC is an independent, Georgia-registered limited liability RIA that serves individual and family clients. The firm is owned by an individual and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing, hourly charges and other fee types. Blueprint reports an affiliation with an insurance company and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Timothy Pierson
Financial AdvisorCRD 5809062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Eatonton, GA
Putnam
Location
Eatonton, GA
Headquartered in Eatonton, GA, in the South of the United States.
- Region
- South
- County
- Putnam
- Address
- 952 B Greensboro Road Bldg
- Time zone
- ET (UTC-5)
- Office locations
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