Blueprint Investments and Tax Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BluePrint Investments and Tax Planning serves individuals, small businesses, trusts and charities, offering discretionary model portfolio management, comprehensive and hourly financial planning, and an advisory referral/solicitor service. The firm reported managing roughly $28.2 million in discretionary assets for about 193 clients and operates with a two‑advisor team.
Investment management is delivered through goal‑driven model portfolios with asset‑allocation ranges from capital preservation to aggressive growth, and account supervision is guided by each client’s risk tolerance and tax considerations. The firm describes a top‑down quantitative and qualitative research process and discloses use of a wide range of instruments and strategies — including options, margin and short sales, leveraged and inverse ETPs, non‑listed REITs, BDCs and private placements — with routine monitoring and at least quarterly reviews.
What distinguishes BluePrint from many peers is the combination of a small advisory team with a relatively large client base and an explicit focus on tax and cash‑flow analysis within its planning and portfolio discussions, reflected in the firm name and written planning modules. The brochure also notes that the firm may accept performance‑based fee arrangements for qualified clients and operates a referral relationship with independent RIAs; those business arrangements and the firm’s risk disclosures for complex products are described in the brochure.
Client services
Expertise
Occupation focus
Fee options
$1,000 to $20,000 for comprehensive financial planning (negotiable)
0.50% to 3.00% annually, negotiable case-by-case
$100 to $400 per hour for financial planning (negotiable)
Typically 10-20% of performance above high-water mark for qualified clients
Main office
See officeIncline Village NV
Advisors at this office
1
Offices (2)
Most active in
California · Nevada
Also doing business as
Appalachian Wealth Strategies · Blueprint Investments And Tax Planning · Pacific Crest Wealth Management · Rodrigues & Associates · Schwartz Edge Investment Strategies · Tahoe Asset Management · Tahoe Asset Management LLC · Tahoe Investments And Tax Planning, 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Gary B
Series 63, Series 65
Incline Village, NV
Blueprint Investments and Tax Planning
Gary Burnell is a financial advisor at Blueprint Investments and Tax Planning with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blueprint Investments, he worked at Tahoe Investments and Tax Planning, LLC and has experience in education with Crandall Independent School District as well as in real estate through Burnell Homes, LLC. Blueprint Investments and Tax Planning serves individuals, small businesses, trusts, and charities, providing discretionary model portfolio management, comprehensive and hourly financial planning, and advisory referral services. The firm manages approximately $28.2 million in discretionary assets for around 193 clients, focusing on goal-driven model portfolios tailored to clients’ risk tolerances and tax considerations.
Raul L
Series 63
Hayward, CA
Blueprint Investments and Tax Planning
Raul Leon is a financial advisor at BluePrint Investments and Tax Planning with eight years of industry experience. He holds a Series 63 designation and has worked at Blueprint Wealth Partners, LLC and Books & Taxes Inc. Outside of advising, he is a partner in a tech startup investment and involved in insurance sales and related bookkeeping activities. BluePrint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management alongside financial planning that incorporates tax and cash-flow analysis, using a top-down investment process tailored to client objectives and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")