Advisor at Blueprint Financial Advisors
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Firm
Blueprint Financial Advisors
Location
Charlotte, NC 28204
Credentials
Series 63, Series 65
Industry experience
29 years
William Smith is a financial advisor at Blueprint Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Osaic Wealth, Inc. Smith serves as chairman of the board for The Fellowship church and is a board member of the nonprofit M.O.V.E. Men of Vision and Excellence. He also acts as treasurer for the NC Heat Basketball program, a nonprofit home school basketball organization. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach combining strategic and tactical components, using proprietary trend-following and momentum-based signals to adjust 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
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.
Series 65
Charlotte, NC
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CFP®
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As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
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