Blueprint Financial Advisors
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 315570
- Registered since
- July 23, 2021
- Website
- investwithbfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals57.03%
- HNWI39.73%
- Corporations / Businesses3.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blueprint Financial Advisors is an SEC-registered limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses, and it also offers selection-of-other-advisers services. Fee arrangements include a percentage of assets under management and hourly charges. The firm does not identify 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 Funds64%
- Exchange Traded Equities14%
- Cash & Cash Equivalents11%
- US Government Bonds6%
- Private Funds3%
Owners & executives
1 of 1
Jonathan Robinson
Co-Founder & CEOCRD 4675026
Contacts
3 of 43
Hunter Boyd
Financial AdvisorCRD 7010485
Jonathan Gardner
Investment Adviser RepresentativeCRD 7036136
Sarah Davis
Founding PartnerCRD 7050596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 1100 Kenilworth Ave
- Time zone
- ET (UTC-5)
- Office locations
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