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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-07-2015
- Office Locations
- 1
Office Locations
About Blueprint Financial Advisors, LLC
Blueprint Financial Advisors is an independent, fee-only fiduciary wealth management firm in Portland, Oregon focused on holistic financial planning before investment implementation. The practice emphasizes transparent, low-fee advice with no account minimums, and supports clients including business owners with planning needs such as retirement, tax, and estate considerations. Portfolios commonly use ETFs and index-oriented allocation, with custody through Charles Schwab and alignment with the XY Planning Network/NAPFA community.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
TED BENJAMIN GUERIN
Financial Consultant, Owner
- CRD
- #4752480
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,990,531 | -- |
| Non-Discretionary | $1,700,000 | -- |
| Total | $29,690,531 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,690,531
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,014,167,743 | 17.3% |
| U.S. Government/Agency | $1,190,034,982 | 20.3% |
| Corporate - Investment Grade | $386,907,925 | 6.6% |
| Other | $498,290,510 | 8.5% |
| Corporate - Non-Investment Grade | $515,877,233 | 8.8% |
| Cash | $1,090,376,880 | 18.6% |
| Municipal Bonds | $1,166,586,016 | 19.9% |
| Total | $5,862,241,289 | 100.0% |