Advisor at Blueprint Financial Advisors
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Firm
Blueprint Financial Advisors
Location
Charlotte, NC 28204
Credentials
ChFC®, Series 63, Series 65
Industry experience
9 years
Leah Williams is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, holding the ChFC® designation with nine years of industry experience. She has previously worked at firms including Hornor, Townsend & Kent LLC and NYLIFE Securities LLC. Outside of her advisory role, Williams co-hosts a weekly podcast that highlights female business owners and nonprofits in her local community and is co-owner of Empower-Her, a networking group focused on motivational speaking and event planning. 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 combining strategic and tactical asset allocation 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
1100 Kenilworth Ave, Suite 210
Charlotte, NC 28204
North Carolina · South Carolina
Maplewood Investments Inc.
2026 - Present (1 year)
Blueprint Financial Advisors LLC
2026 - Present (1 year)
Hornor, Townsend, & Kent LLC
2023 - 2026 (3 years)
Penn Mutual Life Insurance COmpany
2023 - Present (3 years)
Eagle Strategies (NY Life)
2021 - 2023 (2 years)
NYLIFE Securities LLC
2016 - 2023 (7 years)
New York Life Insurance Co.
2016 - 2023 (7 years)
American Income Life
2015 - 2016 (1 year)
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.
Series 65
Charlotte, NC
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CFP®
Charlotte, NC
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