Blueprint Wealth Management

Wealth Management Firm in Heath, TX

Firm Info
Address: 930 W Ralph Hall Pkwy #102, Rockwall, TX 75032, USA
Phone: (972) 772-5772

Firm Size
Assets Under Management: $104.8 million
# of Advisors: 2
# of Clients: 998
Client to Advisor Ratio: 499:1
Average Account Size: $105,033
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Blueprint Wealth Management Overview

Blueprint Wealth Management is a fee-only registered investment advisory firm that has been in business since 2022. Headquartered in The Villages, FL, the firm specializes in providing investment advice to individuals and small businesses. As a fee-only firm, clients can expect transparency in their fee arrangement, where the firm is only compensated by the fees they charge for their services, rather than receiving commissions from financial products. The firm's main focus is on portfolio management, where they work with clients to create a customized investment portfolio that aligns with their goals and risk tolerance. Additionally, Blueprint Wealth Management offers a selection of other advisors to help clients diversify and manage their investments effectively. As an insurance broker and agent, Blueprint Wealth Management can also provide clients with comprehensive insurance advice and solutions to protect their assets and mitigate risk. The firm takes a holistic approach to wealth management, considering the client's entire financial picture to help them achieve long-term financial success. Overall, Blueprint Wealth Management is a trusted and reliable advisory firm that offers a range of financial services to help clients reach their financial goals. Their fee-only model ensures transparent and unbiased advice, making them an ideal partner for anyone seeking personalized financial guidance.

BLUEPRINT WEALTH MANAGEMENT offers services to a diverse range of clients, including individuals and high net worth individuals. Their primary goal is to provide personalized financial planning and investment management solutions to all their clients. BLUEPRINT WEALTH MANAGEMENT understands that every client has unique financial objectives and constraints, which is why they take an individual approach to every client relationship. Their team of experts is dedicated to providing customized, comprehensive solutions that meet the unique needs of each client. With a deep understanding of the industry, BLUEPRINT WEALTH MANAGEMENT can offer sound financial advice to clients regardless of their financial situation. When it comes to fee structures, BLUEPRINT WEALTH MANAGEMENT offers a percentage of assets under management (AUM) fee model. This fee structure is based on the total market value of the client's investments and is calculated as a percentage of the AUM. This model allows clients to pay for services as they use them, rather than being charged a flat fee. BLUEPRINT WEALTH MANAGEMENT believes in being transparent and fair when it comes to fees, which is why they are always upfront about their pricing structure. They strive to provide value to their clients, and their fee structure is flexible and customizable to match each client's unique needs. With BLUEPRINT WEALTH MANAGEMENT, clients can rest assured that they are getting the best value for their money, and they are only paying for the services they need.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Blueprint Wealth Management does not mention an investment minimum. Therefore, we cannot determine what the firm's investment minimum is from the note in their Part 2 Brochure. It's possible that they don't have a minimum investment requirement, or they may disclose this information in a different document or on their website. For more information, interested investors may need to contact Blueprint Wealth Management directly to inquire about their investment minimums.

How This Office Can Help Heath, TX Residents

Blueprint Wealth Management assists clients in Heath, TX in multiple ways. One of the most critical roles of Blueprint Wealth Management is educating its clients about their finances. The financial advisers of Blueprint Wealth Management understand that many individuals living in Heath, TX might be facing financial challenges such as high living costs, mortgage payments, paying for college, medical bills, and more. The Blueprint Wealth Management team works closely with their clients to understand their individual financial needs and goals, and then they put together a personalized financial blueprint that ensures long-term financial success. Another way that Blueprint Wealth Management assists its clients in Heath, TX is by providing investment management services. The team of financial advisors at Blueprint Wealth Management has the knowledge and expertise to help clients make informed investment decisions. They provide investment advice that is tailored to the individual’s financial situation, so that clients can maximize their earnings and stay on track to reach their financial goals. Overall, Blueprint Wealth Management is committed to helping clients in Heath, TX create a better financial future.


Services Offered by Blueprint Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Blueprint Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 930 W Ralph Hall Pkwy #102, Rockwall, TX 75032, USA
Phone (972) 772-5772
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 340 HEALD WAY, SUITE 226, THE VILLAGES, FL 32163, United States

This firm has no other locations.

State Registrations

Blueprint Wealth Management is registered to service clients in the following states:

  • Colorado
  • Florida
  • Texas

Disciplinary History

Blueprint Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.