A complete list of active advisors currently associated with Blueprint Capital Group LLC

Warmer can help you find a great advisor at Blueprint Capital Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Blueprint Capital Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.