Blueprint Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,990,531
Clients
73
Advisors
1
of 1 employees
About
The firm provides fee-only financial planning and investment advisory services to individuals, families, businesses and non-profits, offering modular consultations as well as a comprehensive planning engagement. Services include holistic financial planning topics (retirement, estate, tax-aware asset location, cash flow, business planning and divorce planning) and discretionary portfolio management for clients who engage in planning.
Blueprint’s investment approach emphasizes low-cost, broadly diversified index mutual funds and ETFs, combined with long-term, asset-allocation-driven portfolio design and Monte Carlo analysis to illustrate outcomes. The adviser also documents client goals and risk tolerance, addresses behavioral factors (“financial personality”), provides customizable spreadsheets for client use, and generally requires a comprehensive plan review before providing ongoing investment management.
What is distinctive about the firm is the adviser’s active commercial real-estate experience and the explicit inclusion of non-traded real estate options—such as private placements and Delaware Statutory Trusts/UPREIT-type offerings—in the menu of investable solutions, with separate AUA arrangements for those investments. The sole adviser holds a non-variable insurance license and performs a small amount of insurance work (with disclosures), and the firm offers a planning/management bundle that can offset planning work if the client engages the adviser for ongoing asset management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.875% $5,000,001+: 0.75%
$250 per hour for financial planning services
Account minimum: $50,000 Fee-only: Hourly financial planning fees at $250/hour; Investment management fees tiered as above; Planning fees negotiable and based on time spent
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon · Washington
Also doing business as
Blueprint Financial Advisors, LLC · Blueprint Financial Consultants · Blueprint Financial Consultants LLC · Guerin, Ted Benjamin
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
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