Blueprint Financial Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,378,700
Clients
86
7% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
86
Very HighAverage account size
$260,217
About
BluePrint Financial Strategies is an independent state‑registered adviser that serves individuals, high‑net‑worth clients and business entities. The firm offers discretionary asset management, financial planning and consulting, and provides ERISA plan services including limited‑scope 3(21) fiduciary advice for retirement plans, as well as access to third‑party manager programs.
BluePrint implements client strategies through a mix of model and custom portfolios and retains discretion to execute trades, monitor accounts and rebalance; it delivers ongoing reviews at least quarterly. The firm uses multiple platform arrangements and third‑party managers (including SEI Managed Account Solutions, American Funds models and Orion/OPS reporting) and conducts investment analysis using fundamental, technical, charting and cyclical methods while serving as a liaison to TPMs.
Noteworthy for a solo, independent adviser of its size, the firm’s principal maintains an active insurance agency and receives commissions for insurance sales, a relationship the brochure identifies as a potential conflict of interest that is mitigated by disclosures and fiduciary obligations. The combination of direct pension consulting/ERISA 3(21) plan work and receipt of referral or economic benefits from certain third‑party manager relationships is uncommon among peers and distinguishes BluePrint’s service mix relative to other small independent firms.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $500,000: 1.25% annually $500,001 - $999,999: 1.0% annually $1,000,000+: 0.85% annually
$240 per hour for financial planning services
Account minimum: $250,000
Main office location
Blueprint Financial Strategies, LLC
952 B Greensboro Rd, Keystone Building
Eatonton GA 31024, United States
Number of offices
1
Most active in
Blueprint Financial Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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