Blueprint 360 LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blueprint 360 provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, and businesses, offering one‑time financial advice, comprehensive written financial plans, ongoing planning support, and discretionary investment management. The firm also offers estate‑planning education and access to a third‑party digital estate‑planning platform, assistance with single‑member LLC registration, and public and private seminars and workshops.
The firm’s investment approach is primarily long‑term and fundamentals‑driven, constructing portfolios largely from low‑cost, diversified mutual funds and ETFs and using discretion to rebalance or make tactical adjustments as market conditions or client objectives warrant; it may engage unaffiliated third‑party managers for portions of client portfolios. Financial planning engagements are delivered in written form with limited follow‑up support unless ongoing services are elected, and the adviser documents recommendations and action plans for client implementation.
What is distinctive about the firm is its explicit focus on education and ancillary services: it conducts seminars and financial literacy workshops for the public and for other firms, operates a separate digital education platform with paid content, and makes digital estate‑planning tools available to clients. Combined with its fee‑based investment management and planning offerings, these educational and business‑support services differentiate the firm from many peers that do not offer formal seminars or a dedicated digital content business.
Client services
Expertise
Fee options
Fixed fees for Financial Planning Services ($1,200 - $7,200), Estate Planning Services (varies, communicated at engagement start), Business Registration Services (typically $750), and Seminars ($250 - $10,000)
$0 - $250,000: 1.10% - 1.50% $250,001 - $750,000: 0.90% - 1.25% $750,001 - $1,000,000: 0.75% - 1.00% $1,000,001+: 0.50% - 0.85%
Commission-based compensation earned by Principal as an independent insurance professional for insurance products sold, separate from advisory fees
Standard hourly rate of $250 per hour for Financial Advice Services, negotiable
Monthly fixed fees for Ongoing Financial Planning Services typically ranging from $100 to $600
Fee-only: Fixed fees for Financial Planning Services ranging from $1,200 to $7,200; Hourly fees for Financial Advice Services at $250/hour (negotiable); Monthly fixed fees for Ongoing Financial Planning Services ranging from $100 to $600; Fixed fees for estate planning and business registration services; Fixed fees for seminars ranging from $250 to $10,000
Main office
4306 Yoakum Blvd, Suite 455
Houston TX 77006
Advisors at this office
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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