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BLUEPRINT RETIREMENT ADVISORS LLC
CRD 304611
1213 N LINK ST, #1771, PALESTINE, TX, 75803, United States
Phone
682-324-2583
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.6M |
| Pension/profit sharing plans | 7 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD