BLUEPRINT FINANCIAL SERVICES

Overview

Blueprint Financial Services is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and blends advisory services with insurance brokerage activity. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee structures for planning or non-AUM work. On the investment side, Blueprint leans on third-party managers and pooled vehicles rather than a heavy in-house trading model. Public-market exposure is implemented primarily through mutual funds, while alternative exposure is directed to real estate via external managers. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices