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
Richmond, VA 23235
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
23 years
Robert Freeman is a CFP® and ChFC® with 23 years of industry experience. He has worked at Morse Capital Partners since 2011 and joined Blueprint Financial Advisors in 2025. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment framework with a strategic and tactical approach, utilizing proprietary trend-following and momentum-based signals to manage asset allocations.
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
9030 Stony Point Parkway, Suite 590
Richmond, VA 23235
Virginia
Blueprint Financial Advisors LLC
2025 - Present (1 year)
Morse Capital Partners
2011 - Present (15 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.
Series 63, Series 66
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Series 63, Series 66
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Series 63, Series 65
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Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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