Blueprint Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$138,431,859
Clients
106
11% 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
106
Very HighAverage account size
$1,305,961
About
Blueprint Wealth Management is an SEC-registered independent advisory firm that provides discretionary investment and portfolio management services to individuals and high-net-worth individuals, managing $138,431,859 on a discretionary basis across roughly 106 client accounts. The firm offers a consistent suite of portfolio management services to all clients and accommodates client-imposed restrictions on securities or types of investments.
The firm’s investment process emphasizes fundamental analysis and uses a mix of long-term and short-term trading strategies, with allocations across mutual funds, equities, fixed income, ETFs, hedge funds, REITs and private placements to match clients’ income, tax, time horizon and risk tolerance. Portfolios are managed on a discretionary basis under a limited power of attorney; the firm conducts quarterly reviews, may aggregate (block) trades across accounts, and relies on custodian reporting for client statements.
Notable features include operating as a solo-advisor practice with no additional staff while overseeing a seven-figure discretionary asset base, a scale that is uncommon for single-advisor firms. The managing member is also licensed to sell insurance in multiple states and may receive customary commissions for insurance products, with a written policy to disclose such compensation and to avoid charging both a commission and an advisory fee on the same assets.
Client services
Portfolio management
Expertise
Wealth management
Fee options
Up to 2% annually, negotiable
Commission received by Managing Member on insurance sales; no dual fee and commission on same assets
Main office location
Blueprint Wealth Management
St. Petersburg FL, United States
Number of offices
1
Most active in
Blueprint Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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