BLUEPRINT PARTNERS LLC
SEC RegisteredYour financial concierge for life's biggest decisions
About the firm
Blueprint Partners works closely with clients to create a single source for understanding and aligning everything related to their family business, assets and future. Acting as a personal CFO, the firm coordinates key advisors, business partners, and family members for effective results. Their flat fee structure for financial planning allows them to impartially manage a client's family, estate and business interests without requiring the sale of a product to get paid.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, trust administration, trustee services, estate planning and wealth transfer, fiduciary and conflict resolution services, and coordination of key advisors and family members as a personal CFO.
Who they serve
Families with investable assets and business owners within 5 years of selling their business.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 231 | $44M |
| High Net Worth Individuals | 93 | $234M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 13 | $14M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.85% |
| $2,000,001 - $3,000,000 | 0.75% |
| $3,000,001 - $5,000,000 | 0.65% |
| $5,000,001 and up | 0.50% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUEPRINT PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.