BluePrint Private Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BluePrint Private Wealth Management LLC serves individual clients with discretionary and non‑discretionary asset management and ongoing financial planning services. The firm manages roughly $94.7 million for about 60 clients and delivers written financial plans, portfolio management, and regular check‑ins.
Investment programs are tailored to each client’s stated goals, time horizon, and risk tolerance and implemented through asset allocation, security selection, and portfolio monitoring; the firm documents client restrictions and offers tax‑aware management practices such as tax‑loss harvesting. Clients receive at least quarterly account reviews and performance reporting, and financial planning follows a defined six‑step process with ongoing quarterly meetings and ad hoc support.
What distinguishes the firm from many solo independents is the combination of advanced professional credentials and industry backgrounds among its principals — the firm’s principal holds both CFP and FSA designations, and a co‑owner is a doctorate‑level, practicing clinical pharmacist — which contributes actuarial, insurance, and healthcare benefit perspectives to advice. The firm also notes its custodial relationship (Charles Schwab) and disclosure of custodial research/soft‑dollar benefits, and it operates without an account minimum.
Client services
Expertise
Fee options
Financial planning and consulting fees range from $600 to $5,000 based on complexity and client needs
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
Main office
292 South Main Street, Suite 300
Alpharetta GA 30009
Advisors at this office
1
Most active in
Georgia · Texas
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.
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