Blueprint Investments And Tax Planning
Firm details
- Headquarters
- ,
- CRD number
- 291591
- Custodians
- AXOS CLEARING LLC, NATIONWIDE SECURITIES, LLC, INSPIRA FINANCIAL
- Fee structure
- Percentage of AUM
- Client types
- Individuals94%
- HNWI6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blueprint Investments And Tax Planning operates as an independent, owner-managed LLC that serves primarily individual and family clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. It does not act as a capital allocator or as a multi-state registered advisory platform. An accounting affiliation is noted in the firm’s profile.
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 Funds91%
- Exchange Traded Equities6%
- Investment Grade Corp Bonds1%
- Non-Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3Nickie Dally
Investment Advisor RepresentativeCRD 4738406
Gary Burnell
PrincipalCRD 1282482
Raul Leon
CRD 4115666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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