BluePrint Private Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,930,539
Clients
60
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$1,582,176
About
BluePrint Private Wealth Management is an independent investment advisory firm that serves primarily individual clients, managing roughly $95 million across about 60 client relationships. The firm offers both discretionary and non‑discretionary portfolio management alongside ongoing financial planning and consulting services.
Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and may draw on fundamental analysis, technical analysis and charting; clients’ objectives and any investment restrictions are documented in client files. The firm performs periodic portfolio reviews (at least quarterly), monitors for rebalancing and tax‑loss harvesting opportunities, and delivers written recommendations with regular follow‑up meetings.
Noteworthy aspects include a two‑member ownership structure in which one principal holds CFP certification and acts as the chief compliance officer while the other owner maintains an active clinical pharmacy career, an outside business activity disclosed in the brochure. The firm also discloses that it does not accept third‑party sales compensation, does not sponsor wrap fee programs, and does not vote client proxies (clients receive and vote their own proxy materials).
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Wealth management
Cash flow / budgeting
Fee options
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
Fee-only: Ongoing financial planning fixed fees between $600 and $3,000 based on complexity and client needs; $500 billed at agreement execution, balance due end of year, billed annually thereafter.
Main office location
BluePrint Private Wealth Management LLC
292 South Main Street,, Suite 300
Alpharetta GA 30009, United States
Number of offices
1
Most active in
BluePrint Private Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")