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
Charlotte, NC 28204
Credentials
CFP®, Series 63
Industry experience
25 years
Lori Haddock is a CFP® with 25 years of experience in financial advising, currently serving at Blueprint Financial Advisors in Greensboro, NC. Her career includes roles at Securities America Advisors and Osaic Wealth, Inc. She is active in community organizations, including the Greensboro Rotary Club and serves as a trustee for Daystar Christian Fellowship. Additionally, she chairs the Investment Committee for Kintura, overseeing foundation and corporate investments. Blueprint Financial Advisors provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension plans, and endowments. The firm employs a globally diversified investment approach that combines strategic and tactical asset allocations guided by proprietary trend-following 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 · Texas
Maplewood Investments Inc
2025 - Present (1 year)
Blueprint Financial Advisors LLC
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
OSAIC
2024 - 2025 (1 year)
Securities America Advisors
2015 - 2024 (9 years)
Securities America Inc
2015 - 2024 (9 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.
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