Blueprint Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,378,700
Total clients
86
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
86
Average account size
$260,217
About
BluePrint Financial Strategies is an independent state‑registered adviser that serves individuals, high‑net‑worth clients and business entities. The firm offers discretionary asset management, financial planning and consulting, and provides ERISA plan services including limited‑scope 3(21) fiduciary advice for retirement plans, as well as access to third‑party manager programs.
BluePrint implements client strategies through a mix of model and custom portfolios and retains discretion to execute trades, monitor accounts and rebalance; it delivers ongoing reviews at least quarterly. The firm uses multiple platform arrangements and third‑party managers (including SEI Managed Account Solutions, American Funds models and Orion/OPS reporting) and conducts investment analysis using fundamental, technical, charting and cyclical methods while serving as a liaison to TPMs.
Noteworthy for a solo, independent adviser of its size, the firm’s principal maintains an active insurance agency and receives commissions for insurance sales, a relationship the brochure identifies as a potential conflict of interest that is mitigated by disclosures and fiduciary obligations. The combination of direct pension consulting/ERISA 3(21) plan work and receipt of referral or economic benefits from certain third‑party manager relationships is uncommon among peers and distinguishes BluePrint’s service mix relative to other small independent firms.
Client services
Expertise
Occupation focus
Fee options
$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
Main office location
Blueprint Financial Strategies, LLC
952 B Greensboro Rd, Keystone Building
Eatonton GA 31024, United States
Number of offices
1
Most active in
Georgia
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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