Advisor at Blueprint Financial Strategies, LLC
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Firm
Blueprint Financial Strategies, LLC
Location
Eatonton, GA 31024
Credentials
ChFC®, Series 63, Series 66
Industry experience
15 years
Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.
Based on Blueprint Financial Strategies, LLC
Based on Blueprint Financial Strategies, LLC
$0 - $500,000: 1.25% annually $500,001 - $999,999: 1.0% annually $1,000,000+: 0.85% annually
$240 per hour for financial planning services
Account minimum: $250,000
952 B Greensboro Rd, Keystone Building
Eatonton, GA 31024
Georgia
Allutional, LLC
2024 - Present (2 years)
905 Harmony LLC
2023 - Present (3 years)
RV Park Buildings, LLC
2022 - Present (4 years)
Patriot Insurance
2022 - 2023 (1 year)
Elks Lodge #2849
2022 - 2022 (1 year)
Patriot Insurance, LLC
2022 - 2022 (1 year)
RV Park Buildings, LLC
2022 - 2022 (1 year)
Blueprint Financial Strategies, LLC
2021 - Present (5 years)
Keystone Business Solutions, LLC
2021 - Present (5 years)
WISMOGA, LLC
2018 - Present (8 years)
Putnam County Planning & Development Board
2018 - 2021 (3 years)
Gradient Securities, LLC
2017 - 2021 (4 years)
Blueprint Financial Strategies, LLC
2017 - 2021 (4 years)
Lake Oconee Builders Association
2016 - Present (10 years)
Investment Centers of America
2011 - 2017 (6 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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®, CFA®, PFS™, Series 63, Series 65
Greensboro, GA
Hankinson Wealth Advisors LLC
CFP®, Series 63, Series 65
Greensboro, GA
Relativity Capital Advisors, LLC
Series 66
Greensboro, GA
Relativity Capital Advisors, LLC
Series 63, Series 66
Greensboro, GA
The Foundation Investment Group
Series 66
Madison, GA
Longview Wealth Management
CFA®, Series 65
Greensboro, GA
Renaissance Investment Management
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