BLUEPRINT FINANCIAL ADVISORS

1250 Revolution Mill Drive
Suite 150
Greensboro, North Carolina 27405
Tel: 336-609-7522

About BLUEPRINT FINANCIAL ADVISORS

BLUEPRINT FINANCIAL ADVISORS, formally registered with the SEC as BLUEPRINT FINANCIAL ADVISORS. The firm was established in 07/23/2021. They have over 16 offices throughout the country.

BLUEPRINT FINANCIAL ADVISORS is a Greensboro, North Carolina based Financial Planning firm with nearly $132,521,660 assets under management, offering retirement planning & investment advisory services to 743 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315570
SEC#	801-121848
Assets Managed by Firm	$132,521,660
No. of Clients	743
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	743	$132,521,660
Individuals (other than high net worth individuals)	341	$61,138,422
High net worth individuals	23	$71,383,238

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