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Blueprint Investments and Tax Planning

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Client assets under management

$24,126,813

Clients

205

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

103

High

Average account size

$117,692

About

BluePrint Investments and Tax Planning is a state-registered independent adviser that works with individuals, small businesses, trusts and charities, offering discretionary model portfolio management and both comprehensive and hourly financial planning. The firm’s financial planning explicitly includes tax and cash-flow analysis as part of its recommendations.

Investment management is delivered through model asset-allocation portfolios that map to objectives ranging from capital preservation to aggressive growth and are supervised based on client risk tolerance, time horizon and tax considerations. The firm describes a top-down process using quantitative and qualitative analysis, with security selection informed by fundamental and technical factors and, when appropriate, the use of options, leveraged/inverse ETPs and other specialized instruments.

Distinctive features include a high client load for a solo adviser—managing roughly 200+ client relationships and about $24.1 million in discretionary assets—and the firm’s integration of tax planning into its advisory services. The brochure also discloses an affiliation with an accounting firm and alternative compensation arrangements (including performance-based fees for qualified clients and referral fees from Independent RIAs), which the firm identifies and describes as potential conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning flat fees typically range from $1,000 to $20,000

Percentage

0.50% to 3.00% annually (negotiable case-by-case)

Project-based

$100 to $400 per hour for financial planning services

Performance-based

Typically 10-20% of account's performance above previous high-water mark; client must be a qualified client with net worth of at least $2,100,000 or $1,000,000 under management

Other

Account minimum: $1,000,000 Fee-only: Hourly fees $100 to $400; Flat fees $1,000 to $20,000 for financial planning services

Most active in

More info

California · Nevada

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X 775-298-1326

Advisors at this firm

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Gary B

Series 63, Series 65

Incline Village, NV

Blueprint Investments and Tax Planning

Gary Burnell is the sole advisor at BluePrint Investments and Tax Planning in Incline Village, NV. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Tahoe Investments and Tax Planning, LLC, Crandall Independent School District, and Burnell Homes, LLC. BluePrint Investments and Tax Planning is an independent adviser serving individuals, small businesses, trusts, and charities with discretionary model portfolio management and financial planning that incorporates tax and cash-flow analysis. The firm uses a top-down investment approach combining quantitative and qualitative analysis, with portfolios tailored to client risk tolerance, time horizon, and tax considerations.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Retirement income strategy Founder/Business Owner
user avatar

Raul L

Series 63

Hayward, CA

Blueprint Investments and Tax Planning

Raul Leon is a financial advisor at BluePrint Investments and Tax Planning with eight years of industry experience. He holds a Series 63 designation and has worked at Blueprint Wealth Partners, LLC and Books & Taxes Inc. Outside of advising, he is a partner in a tech startup investment and involved in insurance sales and related bookkeeping activities. BluePrint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management alongside financial planning that incorporates tax and cash-flow analysis, using a top-down investment process tailored to client objectives and risk tolerance.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Retirement income strategy Founder/Business Owner
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