Richard Darren Simons
Investment adviser representative at Blueprint Financial Advisors
14 yearsExperience
5 statesRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Blueprint Financial AdvisorsJul 2026 to now
- Fortius Wealth ManagementDec 2021 to now
- Northern Peaks Soccer Club LLCJul 2018 to now
- Diamond Wealth Management, LLCNov 2017 to Jul 2026
- Odyssey Aviation LLCNov 2017 to Dec 2020
- Capital Guardian, LLCNov 2012 to Jun 2017
- Capital Guardian Wealth Management, LLCJul 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 5 states (AK, TX, UT, WA, WY).
Blueprint Financial Advisors
Legal name: Blueprint Financial Advisors LLC
$1.4BAssets managed
2,330Clients
39Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2649426
- Firm CRD
- 315570