A complete list of active advisors currently associated with BluePrism Wealth Management LLC

Warmer can help you find a great advisor at BluePrism Wealth Management LLC or one who fits your needs even better.

BluePrism Wealth Management LLC is an independent, state-registered adviser that offers discretionary asset management and written financial planning to individuals, trusts, small businesses and high-net-worth clients. The firm operates as a solo practice and, as of the most recent filing, manages approximately $160,248 across two client accounts, indicating a very small, boutique scale compared with most independent advisers. Investment programs are implemented on a discretionary basis and emphasize asset allocation, portfolio monitoring and periodic rebalancing, with Monte Carlo planning used to model retirement and cash‑flow scenarios; financial plans are generally delivered within 30 days after receipt of required client information. Clients’ accounts are custodied at Schwab Advisor Services and the firm charges predominantly percentage‑of‑AUM advisory fees while offering a negotiable flat fee for standalone financial plans. Notable distinctions include the principal’s Certified Plan Fiduciary Advisor (CPFA) credential and prior institutional brokerage and banking experience, and the principal’s status as a licensed insurance agent who spends roughly 10% of time selling insurance products (a source of separate commissions that the brochure discloses as a potential conflict). The firm discloses potential economic benefits from its custodian relationship, does not vote client proxies (clients vote their own), and does not impose an account minimum.

To learn more about the advisors currently working at BluePrism Wealth Management 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.