Blueprint Financial Strategies, LLC

RIASEC Registered

Total AUM

$23.7M

Discretionary

$23.7M

100% of AUM

Avg account

$137K

Accounts

173

Employees

Advisory reps

Firm details

Headquarters: Eatonton, Georgia
CRD number: 315687
Website: blueprintfinancialstrategies.com
Custodians: CHARLES SCHWAB & CO., INC., THE CAPITAL GROUP SECURITIES, INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Individuals57.44%
HNWI42.56%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blueprint Financial Strategies, LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm acts as a capital allocator and offers a mix of fee arrangements — charged as a percentage of assets under management, hourly fees, and other fee types. Its listed advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Blueprint identifies as not being an active ESG investor and is not reported as a multistate adviser. The firm also maintains an industry affiliation with an insurance company.