Parady Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$143,237,172
Clients
1,261
Advisors
4
of 19 employees
About
Parady Wealth Management (BluePrint Wealth Management, LLC d/b/a Parady) provides discretionary investment management and model-portfolio selection primarily for individual and high net worth clients, as well as charitable organizations. Its services include portfolio management, selection of sub-advisers, and retirement rollover analysis for both taxable and tax-advantaged accounts.
The firm gathers client information and risk-profile questionnaires to set investment parameters and generally implements strategies by allocating assets to model portfolios managed by the sub-adviser CreativeOne, with periodic rebalancing and custody through institutional custodians. That model-driven, sub-advised approach supports a largely discretionary service model and is delivered under an asset-based advisory billing structure common to firms in this category.
Parady is notable for a high client-to-advisor ratio (about 1,261 clients across four advisors), which appears to be supported by its use of model portfolios and CreativeOne’s back-office platform. It is also affiliated with an insurance agency and multiple accounting/tax entities (Parady Financial Group, Parady Tax Solutions, and Kathleen Laseter CPA), and many representatives are licensed insurance agents and CPAs offering insurance and tax services in separate capacities—arrangements the firm discloses as creating additional revenue streams and potential conflicts of interest following a recent ownership consolidation under Parady Legacy Holdco LLC.
Client services
Expertise
Fee options
0.65% annually
Commission-based compensation for insurance products sold through affiliated insurance agency
Main office
3602 Kiessel Road
The Villages FL 32163-2910
Advisors at this office
3
Most active in
Colorado · Florida · Illinois · Indiana · Iowa · Louisiana · Maryland · Michigan · Minnesota · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Blueprint Wealth Management · Blueprint Wealth Management, LLC · Parady Investments, LLC · Parady Wealth Management
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Kathleen L
CFP®
The Villages, FL
Parady Wealth Management
Kathleen Laseter is a CFP® professional with 12 years of experience in financial advising. She has been with Blueprint Wealth Management, LLC dba Parady Wealth Management since 2016 and has extensive experience managing multiple related entities, including her own CPA firm which she has operated since 1993. Outside of advising, she is the sole owner of Kathleen Laseter CPA, LLC, providing income tax return preparation and accounting services. Parady Wealth Management offers discretionary investment management and model-portfolio selection primarily for individual and high net worth clients, as well as charitable organizations. The firm employs a model-driven, sub-advised approach using portfolios managed by CreativeOne, with services that include portfolio management, sub-adviser selection, and retirement rollover analysis.
Kelly B
CFP®, Series 63, Series 65
The Villages, FL
Parady Wealth Management
Kelly Burkhead is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Parady Wealth Management. She has been with Blueprint Wealth Management, LLC dba Parady Wealth Management since 2016 and has additional experience from Parady Financial Group and Fidelity. Outside of her advisory role, she is vice president of sales at a licensed insurance agency affiliated with the firm, where she meets with clients to prepare and present retirement income strategies. Parady Wealth Management provides discretionary investment management and model-portfolio selection primarily for individual and high net worth clients, as well as charitable organizations. The firm employs a model-driven, sub-advised approach with a focus on portfolio management, sub-adviser selection, and retirement rollover analysis.
Jared V
Series 66
The Villages, FL
Parady Wealth Management
Jared Vock is a financial advisor with Parady Wealth Management, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo, Morgan Stanley, and Merrill Lynch. He is also a licensed insurance agent with Parady Financial Group. Parady Wealth Management offers discretionary investment management and model-portfolio selection primarily for individual and high net worth clients, as well as charitable organizations. The firm uses a model-driven, sub-advised approach with portfolio management and retirement rollover analysis services.
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