Blueprint Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blueprint Capital Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, and business entities, managing roughly $5.3 million across about 38 client relationships. In addition to ongoing portfolio management and comprehensive financial plans, the firm offers third‑party manager referrals and public seminars and workshops.
The firm builds portfolios around each client’s goals, time horizon, and risk tolerance, using methods such as fundamental, technical, quantitative analysis and modern portfolio theory, with periodic reviews and monitoring. When appropriate, Blueprint appoints sub‑advisors or refers clients to a third‑party manager (Gradient Investments, LLC), acting as liaison and ongoing monitor while receiving and disclosing referral fees and participation in an incentive arrangement.
Noteworthy distinctions include the principal’s active insurance businesses — the brochure discloses the principal spends significant time as an insurance agent and may receive commissions for insurance product sales — and the firm’s provision of paid educational seminars (the brochure cites a $5,000 fee to businesses). The brochure also highlights the firm’s fee‑sharing and incentive arrangements with a third‑party manager; these relationships and the related conflicts are disclosed and described as mitigated through firm procedures and fiduciary obligations.
Client services
Expertise
Occupation focus
Fee options
Flat fee between $5,000 and $24,000 for ongoing financial planning services; $5,000 per seminar for educational workshops
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually Over $3,000,000+: 0.65% annually
Investment Advisor Representatives may receive external compensation/commissions from sales of investment-related products such as insurance
$500 per hour for consultation services
Fee-only: Hourly fee of $500 per hour for consultation services; Flat fee between $5,000 and $24,000 for ongoing financial planning services
Main office
1211 State Road 436, Suite 149
Casseleberry FL 32707
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Affg LLC · America First Financial · America First Financial LLC · Blueprint Capital Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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