Bluprint Financial, LLC

Overview

Bluprint Financial, LLC is an independent registered investment adviser focused on serving individual and family clients. The firm mixes fee-for-service financial planning with ongoing portfolio management for individuals and small businesses, and it runs educational workshops as part of its client engagement. Compensation is primarily a percentage of assets under management supplemented by hourly and fixed fees for specific planning or advisory engagements. Bluprint shows an explicit tilt toward public funds and mutual funds as the primary portfolio building blocks while also signaling ESG incorporation in its approach. The adviser is not set up as a capital allocator or multi-state adviser and maintains a structure owned by an individual. Its service mix also includes pension consulting support when requested.

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Location & Offices