A complete list of active advisors currently associated with Blueprint Retirement Advisors LLC
Warmer can help you find a great advisor at Blueprint Retirement Advisors LLC or one who fits your needs even better.
Blueprint Retirement Advisors, LLC serves individual investors and business clients, including retirement plan sponsors and small pension clients. The firm provides advisor selection and monitoring services, individual financial planning, and occasional educational seminars and online content. The firm does not directly manage client accounts; instead it identifies and monitors third‑party money managers who implement asset‑allocation strategies using mutual funds and ETFs (frequently including funds associated with Dimensional Fund Advisors). Clients retain discretion over whether to act on recommendations, and the firm conducts annual reviews and ad hoc reviews after significant events. Noteworthy aspects include a referral‑based compensation arrangement in which recommended money managers pay the firm a portion of their fees, and a principal who is a licensed insurance agent selling non‑variable insurance products (insurance activities are described as incidental). The firm is a solo registered adviser with a small client base, explicitly does not provide discretionary portfolio management for individuals, and publishes educational material via a YouTube channel and workshops.
To learn more about the advisors currently working at Blueprint Retirement Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Moraga, CA
| 6
|
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