Advisor at Blueprint Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blueprint Financial Advisors
Location
West Hartford, CT
Credentials
CFP®, Series 63, Series 65
Industry experience
5 years
Adam Scherer is a CFP® professional with five years of industry experience, currently with Blueprint Financial Advisors. He has held roles at Blueprint Financial Advisors since 2022 and is the owner and director of Greenbeat Financial LLC, a tax preparation and planning firm. Scherer also serves as treasurer for two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp, and is a VP of Product Development and CFP instructor at the Boston Institute of Finance. Blueprint Financial Advisors serves a diverse client base including individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment approach that combines strategic asset allocation with tactical adjustments based on proprietary trend-following and momentum signals.
Based on Blueprint Financial Advisors
Based on Blueprint Financial Advisors
One-time flat fees for financial planning and consultation services, payable within 30 days of invoice
$0 - $1,000,000: 1.75% annually $1,000,001 - $2,000,000: 1.50% annually $2,000,001+: 1.25% annually
Certain employees licensed to sell insurance products receive commissions; clients are notified in advance; no dual fees on same assets
Hourly fees for financial planning and consultation services, payable within 30 days of invoice
Retainer fees for financial planning and consultation services, billed annually, semi-annually, or quarterly
Minimum fee: $100 quarterly minimum fee for accounts under $1,000,000, may be waived or lower at discretion Fee-only: Hourly fees, one-time flat fees, retainer fees (annual, semi-annual, or quarterly) for financial planning and consultation services, fees negotiable
West Hartford, CT
Connecticut
Blueprint Financial Advisors LLC
2024 - Present (2 years)
Blueprint Financial Advisors LLC
2022 - 2023 (1 year)
Greenbeat Financial LLC
2021 - Present (5 years)
Greenbeat Financial LLC
2021 - 2022 (1 year)
Boston Institute of Finance
2020 - Present (6 years)
College For Financial Planning
2017 - 2020 (3 years)
Wealth Management Group of North America, LLC
2015 - 2017 (2 years)
Neighborhood Music School
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Windsor, CT
WealthShape LLC
Series 63
Wolcott, CT
Farmingbury Financial Services, LLC
Series 65
Glastonbury, CT
Rawlings Wealth Management
Series 63, Series 65
Rocky Hill, CT
Dennis Glynn, CPA
CFP®, Series 63
Hartford, CT
Nutmeg Capital Advisors, LLC
CFA®
Glastonbury, CT
Chieco Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")