Blueprint Financial Advisors
Charlotte, NC·SEC-registered · CRD #315570
Blueprint Financial Advisors is an SEC-registered investment advisory firm in Charlotte, NC managing $967M across 2.1k client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$967M
Client accounts
2.1k
Advisory staff
28
Fee model
Fee-only
How Blueprint Financial Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Blueprint Financial Advisors
How much does Blueprint Financial Advisors manage?
Per its most recent SEC Form ADV filing (04/30/2026), Blueprint Financial Advisors reports $967M in regulatory assets under management across roughly 2.1k client accounts.
How does Blueprint Financial Advisors charge?
Blueprint Financial Advisors is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Blueprint Financial Advisors a fiduciary?
Yes. Blueprint Financial Advisors is registered with the U.S. Securities and Exchange Commission (CRD #315570), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Blueprint Financial Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Blueprint Financial Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Charlotte, NC
Profile compiled from Blueprint Financial Advisors's public SEC Form ADV filing (CRD #315570, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Blueprint Financial Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Blueprint Financial Advisors? Claim this profile.