Blueprint Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$278,679,974
Clients
324
Advisors
3
of 4 employees
About
Blueprint Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing ongoing portfolio management, financial planning, and pension consulting. The firm also selects and allocates client assets to third-party managers through the Envestnet managed-account platform and advises on mutual funds, equities, ETFs, fixed income, non-U.S. securities and insurance products including annuities.
The firm’s investment approach relies on fundamental analysis and modern portfolio theory, emphasizes long-term trading, and documents objectives and risk tolerance in an Investment Policy Statement for each client. Blueprint conducts periodic reviews (at least annually for sampled accounts), provides quarterly reporting through custodians, and may refer portions of client portfolios to independent managers while monitoring those relationships.
Blueprint’s business profile is notable in two respects: it reported $292,909,441 in non-discretionary assets and $0 in discretionary assets as of January 2026, a staffing and AUM mix that is uncommon among peers and indicates clients generally retain trade authority. The firm’s owners and some representatives are licensed insurance agents and the brochure discloses they may offer commissionable insurance products, a relationship the firm notes as a potential conflict of interest and addresses in its disclosures.
Client services
Expertise
Fee options
Financial planning fixed fees between 0.10% - 0.20% of net worth with minimum $1,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Minimum fee: Financial planning fixed fee minimum of $1,000
Main office
10238 E Cherry Bend Rd
Traverse City MI 49684
Advisors at this office
3
Most active in
Michigan · Ohio
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.
Advisors at this firm
Stacy H
Series 63, Series 66
Traverse City, MI
Blueprint Partners LLC
Stacy Hendrickson is a financial advisor with Blueprint Partners LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Blueprint Partners in 2021, she worked at Lincoln Financial Advisors from 2016 to 2021. She is also involved in selling life insurance products through SH Legacy, LLC. Blueprint Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory, emphasizes long-term trading, and allocates client assets to third-party managers via the Envestnet platform.
Jonathan G
Series 63, Series 66
Traverse City, MI
Blueprint Partners LLC
Jonathan Gruber is a financial advisor at Blueprint Partners LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 15 years. Outside of his advisory role, he owns Blueprint Legacy LLC, which assists clients with underwriting fixed insurance products. Blueprint Partners provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a non-discretionary investment approach combining fundamental analysis and modern portfolio theory, offering recommendations and implementation support tailored to each client's objectives and risk tolerance.
Christopher M
Series 66
Traverse City, MI
Blueprint Partners LLC
Christopher Millward is a Series 66-licensed financial advisor with 23 years of industry experience. He currently works at Blueprint Partners LLC and Blueprint Legacy LLC, which he owns and operates to manage fixed insurance products. Prior to joining Blueprint, he spent nine years at Lincoln Financial Advisors. Blueprint Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory to guide a long-term investment approach, often collaborating with third-party managers through the Envestnet platform.
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