Blueprint Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,494,200
Total clients
62
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
62
Average account size
$540,229
About
Blueprint provides discretionary asset management and ad hoc financial planning to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm’s advisory services explicitly include ERISA plan work for qualified plans such as 401(k), 403(b), pension, and profit-sharing plans.
Investment programs are tailored to clients’ goals, time horizons, and stated risk tolerances, with portfolio monitoring and rebalancing as part of ongoing management; financial planning is offered at no additional cost for asset management clients. The firm emphasizes risk-aware portfolios and downside protection, and the brochure discloses extensive use of structured notes and other products intended to reduce volatility rather than attempting short-term market timing.
Notably, Blueprint offers both 3(21) advisory and 3(38) investment manager roles for retirement plans, including IPS development, plan monitoring, and participant education — services less commonly provided by firms of similar size. The principal maintains an independent insurance practice (reported as consuming under five percent of his time), a potential conflict discussed in the brochure and mitigated through disclosures and the firm’s stated fiduciary procedures.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees between $1,000 and $5,000
Up to 2% annually, not to exceed 3%
Insurance commissions received by the owner from sales of insurance products
Financial planning services charged at $350 per hour
Account minimum: $250,000 Minimum fee: $3,000 per year minimum fee Fee-only: Financial planning fees: hourly rate of $350/hour or flat fee between $1,000 and $5,000
Main office location
Blueprint Financial Services
6355 Ward Road, Suite 306
Arvada CO 80004, United States
Number of offices
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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