SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Blueprint Financial Advisors
Charlotte, NC
Blueprint Financial Advisors LLC, CRD 315570
Firm filing updated August 24, 2026 ·
- $1.4BAssets
- 2,330Clients
- 39Advisory staff
- 2,330Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals2,250
- High net worth individuals40
- Corporations or other businesses40
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 2,250 | $806.1 million |
| High net worth individuals | 40 | $561.6 million |
| Corporations or other businesses not listed above | 40 | $45.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.4 billion
- Accounts2,330
- Discretionary$1.1 billion · 2,323 accounts
- Non-discretionary$271.5 million · 7 accounts
People
- Employees47
- Advisory staff39
- Broker-dealer reps22
- Licensed insurance agents17
- Planning clients51 to 100
Advisors
24 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Blueprint Financial Advisors LLC SEC-registered investment advisor. CRD 315570, SEC file 801-121848.
- Registered with the SEC as an investment advisor (status date on record: July 23, 2021).
Is Blueprint Financial Advisors a fiduciary?
Short answer: Blueprint Financial Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 22 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
17 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.