Clemson, SC Office
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Strategic Blueprint, LLC
Multi-team
Firm-wide stats for Strategic Blueprint, LLC
About
Strategic Blueprint, LLC is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Through a network of independent Advisory Representatives it offers portfolio management (wrap and non‑wrap), sub‑adviser and TAMP access, separately managed accounts, financial planning and consulting, retirement plan consulting, family office services, a subscription advisory program, and educational seminars.
The firm pursues customized, goal‑based strategies delivered via asset allocation, portfolio design, manager selection, and ongoing monitoring, and it offers both discretionary and non‑discretionary management across its advisor‑directed programs. Financial planning may be provided as a standalone engagement or integrated with investment services, and the Subscription Program provides ongoing, flat‑fee planning and coordination with other advisors separate from asset‑based management fees.
Noteworthy features in the brochure include a formal Subscription Advisory Services program — an annual flat‑fee model for ongoing planning that is uncommon among multi‑team advisers — and an emphasis on client education through lectures, seminars and sponsor‑supported conferences and materials. The firm also operates a curated platform for alternative investments and describes its affiliated‑entity relationships and platform sponsor fee arrangements and due‑diligence processes, which shape the range of available products and how recommendations are presented.
Based on Strategic Blueprint, LLC
Expertise
Based on Strategic Blueprint, LLC
Location
214 Frontage Road
Clemson SC 29631
Advisors at this office
3
Advisors at this office
Sean B
Series 66
Clemson, SC
Strategic Blueprint, LLC
Sean Baker is a financial advisor at Strategic Blueprint, LLC with two years of industry experience. He holds the Series 66 designation. Prior to his current role, he spent eight years at The Tiger Sports Shop and ten years with The Strategic Financial Alliance, Inc. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, family office services, and a subscription advisory program, emphasizing customized, goal-based strategies and client education.
Tammy S
Series 66
Clemson, SC
Strategic Blueprint, LLC
Tammy Sartain is a financial advisor at Strategic Blueprint, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at The Baker Financial Group, LLC and The Sartain Company CPAs, LLC. Outside of her advisory role, she serves as incorporator and treasurer on the board of a nonprofit memorial foundation and volunteers as commodore for her community HOA, managing the neighborhood dock. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various portfolio management and financial planning services, including a unique Subscription Advisory Services program and an emphasis on client education.
Brian B
Series 66
Clemson, SC
Strategic Blueprint, LLC
Brian Baker is a financial advisor at Strategic Blueprint, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked concurrently at The Baker Financial Group and The Strategic Financial Alliance, Inc. Baker serves as an officer and volunteer at Fort Hill Presbyterian Church and is a partner in a commercial property management business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, providing both discretionary and non-discretionary management along with financial planning and educational programs across a network of independent advisory representatives.
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