Strategic blueprint, LLC

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Total assets under management

$2,535,734,578

Total clients

3,338

27% high-net worth

Total advisors

of 57 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$759,657

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Family office services

Main office location

Strategic blueprint, LLC

2200 Century Parkway, Suite 500

Atlanta GA 30345, United States

Number of offices

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia

Disclosures

Business activities & affiliations

Is 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.

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.

Is not active or affiliated with:

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.

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

LinkedIn Website 678-954-4130

Advisors at this firm

David W

CFP®, Series 63, Series 65

Brookhaven, GA

Strategic blueprint, LLC

Brett D

Series 66

Raleigh, NC

Strategic blueprint, LLC

Coleman B

Series 66

Watkinsville, GA

Strategic blueprint, LLC

Gregory G

Series 65

Watkinsville, GA

Strategic blueprint, LLC

Bryson H

Series 63, Series 66

Cedar Hills, UT

Strategic blueprint, LLC

Julie S

Series 63, Series 66

Atlanta, GA

Strategic blueprint, LLC

Brandon H

CFP®, Series 63, Series 65

Wilmington, NC

Strategic blueprint, LLC

Melissa B

Series 63, Series 66

Peachtree Corners, GA

Strategic blueprint, LLC

David W

Series 65

Brookhaven, GA

Strategic blueprint, LLC

Cole H

Series 66

Greensboro, NC

Strategic blueprint, LLC

William H

Series 63, Series 65

Greensboro, NC

Strategic blueprint, LLC

Robert W

Series 63, Series 66

Wilmington, NC

Strategic blueprint, LLC

Adam R

Series 63, Series 66

Northville, MI

Strategic blueprint, LLC

Matthew G

Series 63, Series 65

Monroe, GA

Strategic blueprint, LLC

David A

Series 65

North Charleston, SC

Strategic blueprint, LLC

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