Alpine, UT Office
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Blueprint Financial Advisors
Multi-team
Firm-wide stats for Blueprint Financial Advisors
About
Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages roughly $1.4 billion in client assets, supported by a multi‑team advisory staff and a large retail client base, and also offers access to private placements and other illiquid investments as part of its advisory services.
Blueprint builds globally diversified portfolios across U.S. and international equities, fixed income, real estate, and alternatives and overlays a proprietary strategic-and-tactical framework that shifts asset‑class weights using price‑driven trend‑following and momentum rules across multiple timeframes. Those rules are monitored daily and generally executed at month‑end (with intra‑month execution for new accounts), a design the firm describes as intended to reduce excess trading and hold winning positions longer to help after‑tax outcomes.
Notable aspects of the firm include multiple affiliated entities — Blueprint Fund Management and Blueprint Investment Partners — and shared‑services arrangements that allow BFA to invest client assets in an affiliated mutual fund and ETFs on a fully disclosed basis, as well as to engage third‑party sub‑advisors and service providers. The brochure also discloses various industry affiliations (broker‑dealers, an insurance agency, and shared ownership arrangements) and the potential conflicts those relationships create, along with a range of financial planning engagement types and the firm’s standing practice of including recommended private or illiquid investments in its assets under management.
Based on Blueprint Financial Advisors
Expertise
Based on Blueprint Financial Advisors
Location
40 W Main Street Court, Suite 250 E
Alpine UT 84004
Advisors at this office
3
Advisors at this office
Ronald S
Series 63, Series 65
Alpine, UT
Blueprint Financial Advisors
Ronald Sperry is a financial advisor with Blueprint Financial Advisors in Alpine, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Diamond Wealth Management, Ashton Thomas Private Wealth, and Charles Schwab. Outside of advising, he contributes as a health researcher for Bateman Home Center. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and nonprofits with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment approach that utilizes trend-following and momentum rules to manage globally diversified portfolios.
David H
CFP®, Series 66
Alpine, UT
Blueprint Financial Advisors
David Hill is a CFP® professional with 26 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Diamond Wealth Management, LLC, and Capital Guardian Wealth Management, LLC. Outside of his advisory work, he is involved as an insurance agent with Silverhill Life, LLC and operates as an independent insurance agent. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework that incorporates global diversification and trend-following rules to guide portfolio adjustments.
Richard S
Series 63, Series 65
Alpine, UT
Blueprint Financial Advisors
Richard Simons is a financial advisor with Blueprint Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Fortius Wealth Management, Diamond Wealth Management, and Capital Guardian Wealth Management. Outside of finance, he is the owner and manager of Northern Peaks Soccer Club LLC. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment approach based on price-driven trend-following and momentum rules.
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