Blueprint Financial Advisors LLC

EST. AUM
$1,413,379,200

CONTACTS
2

CLIENT ACCOUNTS
2,330

Firm Details

Metro area Charlotte
CRD Number 315570
Website buildyourblueprint.com
Client types

Overview

Blueprint Financial Advisors, LLC (BFA) is an investment advisory firm headquartered in North Carolina and formed as a limited liability company. It is led by a group of principal owners with deep experience in wealth management and financial planning. The firm offers a range of investment advisory services to a diverse client base that includes individuals, high-net-worth individuals, trusts, retirement plans, foundations, and endowments. BFA builds tailored portfolios aligned with client objectives and preferences, providing both discretionary and non-discretionary management options. Its investment strategies are designed around a client’s goals and are supported through continuous monitoring and portfolio adjustments. The firm utilizes a broad array of financial instruments, including mutual funds, exchange-traded funds, structured notes, equities, fixed-income securities, options, and private placements. Clients engage BFA through a formal agreement that outlines the scope of services, terms, and applicable fees, ensuring transparency and accountability throughout the relationship.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Blueprint Financial Advisors LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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