Blueprint Financial Advisors

Blueprint Financial Advisors LLC is an investment adviser registered with the SEC, established in June 2021 in North Carolina. The firm offers investment advisory services to various clients, including individuals, high-net-worth individuals, trusts, pension plans, foundations, and endowments. Clients and BFA agree in writing on managing portfolios towards specific objectives, with BFA monitoring and trading as needed. The firm primarily allocates investments among various securities and contracts. Clients can opt for discretionary investment advisory services based on a percentage of assets under management. BFA also provides financial planning and consultation services, addressing education and retirement planning needs. The firm offers retirement plan consulting, including income planning, rollovers, and various IRA options. BFA acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. As of December 31, 2024, BFA manages $201,503,941 million in assets, with a tiered fee structure based on assets under management. The firm does not accept performance-based fees and serves various types of clients, including families, individuals, and organizations. BFA's investment strategies are globally diversified, focusing on various asset classes with a mix of strategic and tactical components. Clients are advised on potential risks associated with investments, such as market fluctuations, interest rates, and credit risks. The firm has no disciplinary actions to disclose and follows a Code of Ethics to ensure client interests are prioritized. BFA recommends Charles Schwab as a custodian and does not generally accept directed brokerage arrangements. The firm reviews client accounts regularly and has policies in place for voting client securities proxies. BFA does not have financial issues that would impair its services.