Blueprint Retirement Advisors LLC

Overview

Blueprint Retirement Advisors LLC is an independent, individual-owned limited liability company that provides financial planning and adviser selection services to both individuals/families and institutional clients. The firm operates as a capital allocator and also functions as an insurance broker, charging fees based on a percentage of assets under management and other fee arrangements. Blueprint reports that it is not an active ESG investor, is not a multi-state adviser, and is not newly formed; it does not identify itself as a pension consultant or related adviser. The firm manages client relationships on a largely non-discretionary basis and emphasizes equity-based strategies, while also using third-party managers and insurance products as part of its offering. Blueprint’s role includes selecting external advisers for clients rather than running a large proprietary investment platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices