Blueprint Partners LLC

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Client assets under management

$278,679,974

Clients

324

29% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

108

Very High

Average account size

$860,123

About

Blueprint Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing ongoing portfolio management, financial planning, and pension consulting. The firm also selects and allocates client assets to third-party managers through the Envestnet managed-account platform and advises on mutual funds, equities, ETFs, fixed income, non-U.S. securities and insurance products including annuities.

The firm’s investment approach relies on fundamental analysis and modern portfolio theory, emphasizes long-term trading, and documents objectives and risk tolerance in an Investment Policy Statement for each client. Blueprint conducts periodic reviews (at least annually for sampled accounts), provides quarterly reporting through custodians, and may refer portions of client portfolios to independent managers while monitoring those relationships.

Blueprint’s business profile is notable in two respects: it reported $292,909,441 in non-discretionary assets and $0 in discretionary assets as of January 2026, a staffing and AUM mix that is uncommon among peers and indicates clients generally retain trade authority. The firm’s owners and some representatives are licensed insurance agents and the brochure discloses they may offer commissionable insurance products, a relationship the firm notes as a potential conflict of interest and addresses in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities

Fee options

Fixed

Financial planning fixed fees between 0.10% - 0.20% of net worth with minimum $1,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%

Other

Minimum fee: Financial planning fixed fee minimum of $1,000

Main office location

Blueprint Partners LLC

10238 E Cherry Bend Rd

Traverse City MI 49684, United States

Number of offices

Most active in

Michigan · Ohio

Disclosures

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:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (231) 668-4147

Advisors at this firm

Stacy H

Series 63, Series 66

Traverse City, MI

Blueprint Partners LLC

Stacy Hendrickson is a financial advisor with Blueprint Partners LLC in Traverse City, MI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes five years at Lincoln Financial Advisors. She is also involved in life insurance sales through SH Legacy, LLC. Blueprint Partners provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm emphasizes a non-discretionary investment approach that integrates fundamental analysis and modern portfolio theory, tailoring strategies to client goals and risk profiles.

Annuities

Jonathan G

Series 63, Series 66

Traverse City, MI

Blueprint Partners LLC

Jonathan Gruber is a financial advisor at Blueprint Partners LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 15 years. Outside of his advisory role, he owns Blueprint Legacy LLC, which assists clients with underwriting fixed insurance products. Blueprint Partners provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a non-discretionary investment approach combining fundamental analysis and modern portfolio theory, offering recommendations and implementation support tailored to each client's objectives and risk tolerance.

Annuities

Christopher M

Series 66

Traverse City, MI

Blueprint Partners LLC

Christopher Millward is a financial advisor at Blueprint Partners LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for nine years. Millward is also the owner of Blueprint Legacy LLC, a fixed insurance business based in Traverse City, Michigan. Blueprint Partners provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement/profit-sharing plans. The firm employs a non-discretionary investment approach combining fundamental analysis and modern portfolio theory, implementing strategies that include mutual funds, equities, ETFs, fixed income, and annuities.

Annuities

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