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Blueprint Retirement Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,651,469
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
11
0% 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
11
LowAverage account size
$241,043
About
Blueprint Retirement Advisors, LLC serves individual investors and business clients, including retirement plan sponsors and small pension clients. The firm provides advisor selection and monitoring services, individual financial planning, and occasional educational seminars and online content.
The firm does not directly manage client accounts; instead it identifies and monitors third‑party money managers who implement asset‑allocation strategies using mutual funds and ETFs (frequently including funds associated with Dimensional Fund Advisors). Clients retain discretion over whether to act on recommendations, and the firm conducts annual reviews and ad hoc reviews after significant events.
Noteworthy aspects include a referral‑based compensation arrangement in which recommended money managers pay the firm a portion of their fees, and a principal who is a licensed insurance agent selling non‑variable insurance products (insurance activities are described as incidental). The firm is a solo registered adviser with a small client base, explicitly does not provide discretionary portfolio management for individuals, and publishes educational material via a YouTube channel and workshops.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$2,000 for individual financial planning services (fees negotiable)
$0 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 0.65% annually $2,000,001 - $3,000,000: 0.45% annually $3,000,001+: 0.40% annually
Main office location
Blueprint Retirement Advisors LLC
1213 N Link St, #1771
Palestine TX 75803, United States
Number of offices
1
Most active in
Blueprint Retirement Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · 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 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
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