Bluprint Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,837,000
Total clients
127
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
127
Average account size
$329,425
About
Bluprint Financial serves individual investors and sponsors of qualified retirement plans by providing comprehensive wealth management services, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm also advises pension and profit-sharing plans and offers plan-related consulting in addition to its individual client work.
The firm’s advice is tailored to each client’s stated goals, risk tolerance and time horizon, with initial evaluations such as net worth and risk analyses and periodic reviews to adjust strategies as circumstances change. Bluprint coordinates with clients’ other professionals and permits reasonable client-imposed restrictions, including considerations for values-based or ESG factors, when those constraints do not materially impede portfolio management.
What distinguishes the firm from many peers is that its principal maintains an insurance practice and may recommend insurance products in addition to advisory services, a relationship the firm discloses and manages as a potential conflict of interest. The firm also regularly offers educational seminars and speaking engagements to clients and the public and provides ERISA 3(21) limited-scope fiduciary services to retirement plans (including investment policy development, monitoring and participant education), offerings that are less common among independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
One-time financial planning fixed fees range from $1,000 to $25,000; ongoing planning fees billed monthly or quarterly in advance range from $2,500 to $25,000 annually; onboarding fee from $250 to $10,000; educational seminars fees range from $500 to $25,000 per project.
Approximately 5% of advisor's compensation is from external commissions (e.g., insurance products).
Hourly financial planning fees range from $200 to $300 per hour.
Account minimum: $100,000 (exclusive of Ongoing Financial Planning services); $500,000 (inclusive of Ongoing Financial Planning services); may be lowered or waived in certain instances Minimum fee: Minimum quarterly fees may apply depending upon the size of the investment assets. Fee-only: Financial planning fees are included in the management fee or charged separately as hourly ($200-$300/hour) or fixed fees ($1,000-$25,000). Ongoing financial planning fees range from $2,500 to $25,000 annually.
Most active in
Bluprint Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · Wisconsin
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:
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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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