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BLUEPRINT FINANCIAL STRATEGIES, LLC
CRD 315687
952 B GREENSBORO RD, KEYSTONE BUILDING, EATONTON, GA, 31024, United States
Phone
706-927-6332
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.7M
Discretionary AUM
$23.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $13.6M |
| High net worth individuals | 4 | $10.1M |
All web addresses on file
Official SEC filing: View on IAPD