BLUEPRINT FINANCIAL ADVISORS

Legal name: BLUEPRINT FINANCIAL ADVISORS LLC

CRD 315570File 801-121848

APPROVED

Retail clients

Disclosure events

Filing as of Aug 24, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.41B

Above cohort median (national)

Discretionary AUM

$1.14B

Non-discretionary $271.5M

Clients

2,330

2,330 accounts

Employees

Top 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 23, 2021
Principal office: 1100 KENILWORTH AVE, SUITE 210, CHARLOTTE, NC, 28204
Phone: 844-200-2568
Website: https://buildyourblueprint.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.41B
Discretionary AUM: $1.14B
Non-discretionary AUM: $271.5M
Discretionary accounts: 2,323
Non-discretionary accounts: 7
Total accounts: 2,330
AUM per client: $607K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	40	$45.8M
High net worth individuals	40	$561.6M
Individuals (other than high net worth individuals)	2,250	$806.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2

Filed changes

Date	Field	From	To	Change
Aug 1, 2026	Employees	35	47	increased by12
Aug 1, 2026	Clients	1,913	2,330	increased by417
Aug 1, 2026	AUM	$966,594,900	$1,413,379,200	increased by$446,784,300
Aug 1, 2026	Accounts	1,913	2,330	increased by417
Apr 1, 2026	Employees	24	35	increased by11
Apr 1, 2026	Clients	1,298	1,913	increased by615
Apr 1, 2026	AUM	$201,503,941	$966,594,900	increased by$765,090,959
Apr 1, 2026	Accounts	1,298	1,913	increased by615
May 1, 2025 vs Oct 1, 2022	Employees	3	24	increased by21
May 1, 2025 vs Oct 1, 2022	Disclosures	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	0	1,298	increased by1,298
May 1, 2025 vs Oct 1, 2022	AUM	$0	$201,503,941	increased by$201,503,941
May 1, 2025 vs Oct 1, 2022	Accounts	0	1,298	increased by1,298
Apr 1, 2022	Employees	2	3	increased by1
Aug 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BLUEPRINT FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUEPRINT FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.