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BLUEPRINT FINANCIAL ADVISORS
BLUEPRINT FINANCIAL ADVISORS LLC
CRD 315570 · SEC 801-121848
1100 KENILWORTH AVE, SUITE 210, CHARLOTTE, NC, 28204, United States
Phone
844-200-2568
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$966.6M
Discretionary AUM
$933.8M
Team
35 total employees; 28 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1852 | $631.6M |
| High net worth individuals | 31 | $300.8M |
| Corporations/business entities | 30 | $34.2M |
States served
VT, AZ, CO, GA, ID, IL, IN, KY, MA, MI, NV, NC, PA, SC, UT, VA, WI, TX, NH, CT, FL
All web addresses on file
- https://buildyourblueprint.com/
- https://www.warrenwealthmgt.com
- https://bluegrassinvestco.com/
- https://www.greenbeatfinancial.com/
- https://komaracap.com
- https://www.hemlockcreek.com/
- https://www.navigenwealth.com/
- https://www.midtownfa.com/
- https://www.myemeraldfinancial.com/
- https://www.savvyfinancialllc.com/
- https://refinedretirement.net
- https://www.morsecapitalpartners.com/
- https://www.bluegrasscapadv.com/
- https://www.millerswealth.com/
- https://www.fulcrumwealth.com/
- https://www.linkedin.com/company/blueprint-financial-advisors/
Official SEC filing: View on IAPD